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Avoid Retirement Tax

In this week’s Hidden Wealth Reviews, I urge you to not let taxes create curveball and major cannonball threats to your retirement savings. This past week, a number of clients in their fifties have reached out to us on savings taxes in retirement. They are concerned because they’ve seen the impact that taxes are having on the retirement of their parents. They want to avoid the even bigger impact on their retirement that’s bound to result from all of this drunken sailor spending and debt ceiling drama. These clients realize that the time to act to save tax is now!

An article in this week’s Money magazine titled, “American’s Aren’t Saving Enough for Retirement,” cites The Pew Charitable Trusts’ new study that suggests that, over the next 17 years, older Americans are not going to have enough money to last through retirement. The article predicts that these personal savings shortfalls will be a massive burden on the government. The study suggests that there will be a $1.3 trillion shortfall in government budgets due to the public assistance and additional subsidies that the federal and local governments will need to give to those who did not make retirement planning a key focus. Those of us who made retirement planning a priority focus will be saddled with providing the needed tax revenue for the over a trillion-dollar shortfall.

I want to teach you how you can avoid getting stuck with the check for this shortfall. This coming Tuesday, at my Wealth Protection Webinar, I’ll be teaching a number of strategies which allow you to go from being the “perfect taxpayer” to being a low-tax or a no-tax retiree. Whether you’re trying to get to retirement or better through retirement, it’s never too early and it’s never too late to get a head start to be sure you’re being retirement tax smart. But the time to start is now!

The Pew Trust study projects that by 2040 (just 17 years away) there will be 46% more retired households than working households. This is why there are going to be tax shortfalls along with Social Security and Medicare shortfalls.

Not long ago, if your adjusted gross income was over $100,000 a year, you could not convert your traditional IRAs to Roth IRAs in order to save on taxes in retirement. We hear that this type of regulation is likely to return soon, which would be a cannonball to many people’s retirement plans. The bottom line is the government wants to prevent you from getting your money untaxed so that they can take more of it!

Click Here to learn why now is the time to start proper retirement tax planning.

A client of ours recently passed away. His surviving spouse is now in her Required Minimum Distributions (RMD) age. Her RMD, combined with the fact that she now files singly, has moved her from a 22% marginal tax bracket to a 32% tax bracket. These two factors have combined to cost her an additional $30,000 in unnecessary state, federal and Medicare taxes! This huge tax increase could have been prevented with timely retirement tax planning.

With strategic tax planning, these tax curveballs have eliminated her extra tax burden, saving over $30,000! This is why it’s important to start proper retirement tax planning long before your actual retirement.

As we approach mid-year, the once looming possibility of a recession is becoming increasingly real. Economists have been warning us for some time, emphasizing the importance of preparing ourselves for the potential impact on our financial well-being. The deeper the recession, the higher the threatof more needed taxes.


Your work hard for your money. Let me teach you how to avoid the curveballs and the unexpected cannonballs of taxes in your retirement.

This Tuesday, I will teach you why now is the time to start your retirement tax planning so that you can avoid the curveballs and cannonballs. Register now for Tuesday’s Wealth Protection Webinar and learn how to recalibrate your retirement so that you avoid the higher tax curveballs and future increased tax cannonballs.

To register for Tuesday’s no-cost, no-obligation event, simply 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!
Strong savers in 401(k)s and IRAs and high income earner are the people who will benefit the most from our proven solutions. Proven solutions with a track record of measurable results. Imagine less stress, less worry. Peace of mind retirement protection.

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!