Learn To Have A Tax Free Retirement

In this week’s Hidden Wealth Review, I teach about the top mistakes that retirees make. I recently read two articles on this topic. One article was on Motley Fool and the other was on MSN Money. According to these two articles, the top two mistakes are: 1. Not paying enough attention to taxes. 2. Paying too much in taxes. In last week’s …

#1 Way To Boost Retirement Income

In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers is not paying attention to planning for the impact of taxes in retirement. One of the biggest and most profound ways to boost retirement is to use tax-advantaged strategies. The opportunity to save tax is unfortunately, as predictable as people over-paying their tax. Every day, …

Don’t Over Pay Tax Again!

In this week’s Hidden Wealth Review, I teach that less is more when it comes to taxes! It’s seems simple but, the less you pay, the more you keep. In order to keep more and pay less you have to have a plan, which almost no one does and that’s why we’re here. If, like most people, you don’t have a plan, …

Learn How To Control Your Taxes

In this week’s Hidden Wealth Review, I teach how you can control your tax as opposed to how your tax can control you. I call this CYT – Control Your Tax. We recently met with a client who had followed traditional retirement advice and saved most of his money into 401(k)s. These accounts were eventually rolled-over into IRAs. He was now age …