The Hidden Wealth Legacy Review

In this week’s Hidden Wealth Review, I teach about The Hidden Wealth Legacy Review. This week’s review is a little different from what I usually share. I normally teach about saving taxes, protecting your savings from the market and guarding against inflation. This week, I want to share that the money’s only a by-product. This past week, I lost my mother, Millie …

Avoid Tax Entanglement

In this week’s Hidden Wealth Review, I teach about an article I recently read. The article said that if you aren’t careful about planning your taxes ahead of retirement, you could become entangled by taxes that will threaten your retirement. I’ve been talking a lot about the importance of how you can legally eliminate unnecessary tax on your retirement accounts such as 401(k)s …

Don’t Become the Government’s Tax Well

In this week’s Hidden Wealth Review, I teach that, “the government doesn’t go to the desert to look for water, they go to the well.” A client said this last week right after I taught her how we could save her hundreds of thousands of dollars in unnecessary taxes. The Government needs tax revenue and they are going to where they know …

Don’t Make This IRA Mistake!

In this week’s Hidden Wealth Review, I teach about the $400 thousand mistake that we caught just in time. This message is important for those who have saved at least $200,000 in an IRA, 401(k) or other tax-deferred account. It’s also critical to people who are maximizing their 401(k) contribution. This mistake could cost you a fortune in retirement! You see, you …