Avoid the Triple IRS Tax

This week, I met with a 72 year old client named Mary. Mary was facing her IRA Required Minimum Distributions (RMDs). Her RMDs caused 85% of her Social Security income to be taxed. The dollar amount that Mary was losing every month with her Social Security being taxed was $300. This was all Mary’s money that she had paid into the system and to …

How to Retire Sooner with More Income

In this week’s Hidden Wealth Review, I’m excited to share how we helped two clients start their new year off right. One client was looking to increase their retirement income as much as they could without taking unnecessary risk with a goal to retire in three years. The other client wanted to retire sooner than they had planned. They believed that they would have to …

Learn What the Top 3% of All Retirees Do

In this week’s Hidden Wealth Review, I teach on two key points that I think will help you with your New Year’s Retirement Resolution. This is based on 23 years of experience, helping Baby Boomers secure a retirement that’s safe from market losses and free from unnecessary taxes. Freedom from market losses and taxes are the two key things I want to teach …

Is Your New Year’s Retirement Resolution Ready?

In this week’s Hidden Wealth Review, I teach it is an important time to get your own New Year’s retirement resolution ready. Several people this past week shared their uncertainty about the GOP tax reform. They are unsure if they’re getting a tax savings or a tax increase. I’ve fielded a number of calls and emails regarding stock market predictions in the wake of …