Higher Taxes = “Double Risk Whammy”

In this week’s Hidden Wealth Review, I teach that, according to the Chicago Tribune, the end of the year is a great time to be thinking about planning around money. From Thanksgiving until the start of the new year, many people have extra time to relax, step back and take a breath. There may never be a more important time to have …

No Debate About a Future Higher Tax Rate

In this week’s Hidden Wealth Review, I teach that investors may be in for a future tax surprise. I recently read an article that highlighted the indirect taxes that people are paying on non-IRA accounts. These hidden taxes are causing many people to be taxed to the max. For example, we’re working with a couple and we’ve been able to save them …

Learn To Keep More Money For Yourself

In this week’s Hidden Wealth Review, I teach that, regardless of which Democratic candidate’s tax plan you look at, there’s no debate about a future higher tax rate. After 25 years of having a front row seat to see the unnecessary taxes that people are paying, we’ve done something about it. We have brought in an entire tax strategy solutions team to …

The Time To Un-Tax Yourself Is Now

In this week’s Hidden Wealth Review, I teach about an article that was recently posted on NerdWallet.com. The title of the article is “The Top Mistakes That Retirees Make.” According to the article, the top two mistakes retirees make are: 1. Failing to create a retirement plan, 2. Not having any tax plan. Over the years, I’ve met with numerous Baby Boomers …

Avoid The Punitive Tax Rate Risk

In this week’s Hidden Wealth Review, I warn that there’s never been a better time to have a tax protection and future tax rate risk prevention plan. This is a warning to those with high IRA account values, high taxable income or who have sold highly appreciated assets. The Democrats are busy trying to find as many ways to tax you as …