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american tax plan

In this week’s Hidden Wealth Review, I pose a question to Baby Boomers and retirees, “Do you know how much tax you will pay if you continue down the tax road on which you are now traveling?” An even bigger question is, “How much tax will you pass on to your children and grandchildren under the current climate of taxing those who have worked hard and saved hard?”

This week, The White House announced an extra $4.1 trillion in stimulus spending, without any GOP support. The harsh reality is that all these trillion dollar spending initiatives are creating a flurry of different taxes. The results are higher income tax rates, higher corporate tax rates and increased inflation. Other tax increases include:

  • Elimination of the step up in basis tax treatment
  • Higher estate taxes
  • Lower estate tax exemptions
  • Higher capital gains tax rates

Here are the core four areas that Baby Boomers and retirees are learning about at my Retirement Protection Webinar:

  1. Asset Optimization
  2. Income Maximization
  3. Tax Elimination
  4. Legacy Preservation

Our clients, Mark and Dorothy, used a little-known section in Trump’s Tax Cuts and Jobs Act to create a $300,000 Roth conversion “tax wash.” That means that they moved $300,000 from their traditional IRA to a Roth IRA and they paid no tax!

They were also looking for lower risk with more consistent growth, but they didn’t want to put all their money in the stock market. We have proprietary, private equity programs to which we can refer qualified clients.

These programs have locked-in yields of seven percent to eight percent with no direct participation in stock market correlated risk. These programs can be designed inside of Roth IRAs so that your money grows tax-free, can be used tax-free and can transfer to future generations, tax-free.

Mark and Dorothy created over $50,000 inn lifetime income. This income does not tax them nor does it create a tax for their children.

What Can I Do To Protect My Retirement From The American Tax Plan?

If you are concerned about economic uncertainty, the good news is that there is still time and that there are proven strategies which can help you protect your retirement. Imagine, more financial success, less stress, less worry and less tax. Getting your tax strategies done in 2021 is going to be more important than ever. The average Baby Boomer and retiree with whom we work is getting $1,000 to $2,000 a month in tax savings. That’s real money going back into their pockets each month.

Let me teach you these strategies and how you can generate your own monthly tax savings. To register for this no-cost, no-obligation, log on and learn financial event, follow these four simple steps:

  1. Go to (or scroll down to the form below).
  2. Select the webinar date/time you prefer.
  3. Enter your information thoroughly – make sure to double check your email address.
  4. Click “Reserve My Spot!” to submit, that’s it!

Once you’ve registered, you’ll receive an email containing a personal access link to join Tuesday’s event. Don’t forget to add it to your calendar!

Joe Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more or those who have saved $1 million or more benefit the most from our proven solutions with a track record of measurable results.

You’ve worked hard for your money. Learn how to protect it, grow it and keep it.

Register for your preferred webinar time now because these events have proven to fill up fast.

Those who attend this event will receive a complimentary copy of my latest eBook:

The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

CHuck Oliver Retirement Breakthrough

Spouses and Significant Others are Encouraged to Attend This Event Together

Note: We serve Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as have been doing for over 20 years. Our online meetings are private, the access is restricted and we never share our meeting link with anyone who’s not a part of the meeting.

Chuck Oliver
Wealth Strategist | Best-Selling Author
We help Baby Boomers and Retirees thrive in retirement through a clear retirement road map that provides market correction and tax protection to optimize income and assets!