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 …

Time To Retool Your Tax Plan

In this week’s Hidden Wealth Review, I teach that you still have time to save tax for 2019. If you had high income ($200,000 or more), had a large capital gain ($100,000 or more) or you had large distributions from your IRA, you can still reduce your 2019 tax. We’ve already helped numerous clients to save significant amounts of tax. But, the …

Learn How To Solve Your Tax Challenges

In last week’s Hidden Wealth Review, I taught about the Baby Boomer Quadruple Tax Traps. In this week’s Hidden Wealth Review, I’m teaching about the Baby Boomer Quadruple Tax Solutions to those traps. You still have time to save tax in 2019 and I want to teach you the top four areas to save the most tax! Here are those four solutions: …

Tax Traps

In this week’s Hidden Wealth Review, I teach about four tax traps and how to avoid them. Here is the problem, taxes and future tax rate risk. Now is the time, from a shifting and timing perspective, to learn how to save tax and avoid the Baby Boomer quadruple tax traps. Some of these tax traps have been around for a while, …