Avoid 50% Stealth Tax

In this week’s Hidden Wealth Review, I teach how to avoid the government’s 50% penalty. This amounts to nothing more than a hidden stealth tax. For those of you who turned 70½ last year, you need to take immediate action to avoid this unnecessary 50% tax. The “tax” is in the form of a penalty that you are assessed if you don’t …

Stop Losing to Taxes & The Market

In this week’s Hidden Wealth Review, I teach how to achieve a zero percent tax rate in retirement. That’s zero percent not because you don’t have income, but zero percent because you have no taxable income. This week, I met with a couple who were paying an extra $360 a month on their Medicare Parts B and D supplements, due to the …

Customized Tax Cuts

In this week’s Hidden Wealth Review, I teach that the timing of customized tax cutting couldn’t be more important than it is right now! The number one reason people overpay their taxes is that they fail to plan or to understand the significance of strategic tax planning. Strategic tax planning is different than tax accounting. The most common error we see is that …

It’s Tax Time Again!

In this week’s Hidden Wealth Review, I teach that it’s tax time again! We have a tax practice that shows our clients how to proactively save on taxes, which are the biggest retirement expense and threat. Let me ask you a question. Are you looking for someone who just completes and files the right tax forms for you and records your financial history or …

Double Your Income and Assets

In this week’s Hidden Wealth Review, I teach how you could possibly more than double your retirement income and double (or even triple) your retirement assets. This past week’s three-day drop has shaved off almost more than 1,100 points from the Dow Jones Average. Many people are expressing real concerns over the volatility of the market. This has led to a fierce …