The Government’s Perfect Taxpayer Plan

In this week’s Hidden Wealth Review, I teach you how to not pay the taxes that you don’t owe. You do this by not becoming part of the Government’s Perfect Taxpayer Plan. We just met with a client this week who is now over 70.5 years old. She is kicking herself for not learning how to avoid paying taxes that she doesn’t …

Stop Paying Taxes You Don’t Owe

In this week’s Hidden Wealth Review, I want to teach you how you can stop paying taxes you don’t owe! This longer Hidden Wealth Review was not created to cause complaints about how long it is. It was created to show how important each of these tax-savings talking points are to the overall success of your retirement planning. This week I’m focusing …

Avoid the Triple Tax Trap

In this week’s Hidden Wealth Review, I teach that you can avoid the IRS’s triple tax trap. I continue to meet with clients who are totally caught off guard by the IRS Triple Tax Trap. I just met with a retiring couple this week who are selling some property. This sale would have triggered these tax traps but we taught them how they …

Independence from Taxes and Market Loss

In this week’s Hidden Wealth Review, I teach that we recently celebrated our nations independence. I think it’s important that we also celebrate two other types of independence, as well. Independence from taxation and Independence from market loss risk. We recently spoke with a client who wanted to meet with us right before the 4th of July holiday. He openly shared that …