Please Click the Video to Watch This Important, Short Message 

In this week’s Hidden Wealth Review, a lot of Baby Boomers and retirees have been reaching out to us asking how they can avoid the coming tidal wave of taxes. Taxation is one of the greatest destroyers of wealth.

I have worked with Baby Boomers and retirees for over 24 years. My focus has been helping them transition from the accumulation phase of retirement to the distribution phase. Many of them are caught off guard by the huge amount of taxes that will hit them when they retire. I want to teach you that it’s easier to prevent these taxes than it is to undo them.

We’re facing one of the most contentious elections that many of us will ever see. The time to get serious about protecting your retirement money from this tidal wave of taxes is 2020.

We hear from those who have already retired that they need our help because they are being destroyed by taxes. We hear from those who are working towards retirement who can see the major impact that taxes will have on their retirement and they want to do something about it now. The harsh reality is that, regardless of the outcome of the election, taxes are heading higher.

We’ve borrowed trillions of dollars for COVID-19 stimulus that will have to be paid back. The Tax Cuts and Jobs Act (TCJA) will eventually expire and, even if Donald Trump is re-elected, he will not have a third term. If you want to avoid the coming higher tax tidal wave, 2020 is the year to protect your money.

Steve and Tina are in their early sixties. Steve is already retired and Tina would like to retire. They are very fearful of the coming tax tidal wave because the majority of their retirement savings are in ticking tax time bomb accounts such as 401(k)s and IRAs. Because fewer tax deductions and retirement distributions force them into higher taxes, many retirees find out the hard way that they pay just as much or more in taxes during retirement than they did where they were working. The Democrats have promised higher taxes if they are elected and, when the TCJA sunsets, tax rates are going to increase regardless.

Steve and Tina knew that they were going to end up in the highest tax bracket which was going to result in 85% of their Social Security being taxed and higher Medicare premiums forced on them due to the income they needed to draw from their IRAs. They didn’t want to give the IRS and the state the majority of their retirement income. They wanted to preserve their savings before it was depleted.

Not only were their savings in jeopardy, they also had a brokerage account that was throwing off “phantom income” in the form of capital gains. This was pushing them into a higher marginal tax bracket. They were also concerned about the affect of the SECURE Act on their children’s and grandchildren’s inheritance. The one thing they did not want to do was to leave a tax bill to their heirs.

Using a provision of the TCJA, we were able to offset the capital gains from their brokerage account and their rental properties. Using another TCJA provision, they were able to move $400,000 from their traditional IRA to a Roth and zero out the conversion tax by using a 100% tax deduction. We lowered their portfolio risk by 50% (compared to their traditional brokerage) and we increased their return by 50%.

Avoid the tidal wave of higher taxation that’s just around the corner. Join me this coming Tuesday for my Wealth Protection Webinar. This complimentary educational event will teach you how to avoid subjecting your money to unnecessary taxes and market corrections or crashes.

This event is for those who have saved at least $300,000 or more for retirement, especially those who have saved in IRAs and 401(k)s.

To register, 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.
  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!

Let’s get to work! It’s your money and you’ve worked hard for it! Let me leave you with one final thought. If you have saved $300,000 or more in tax-deferred retirement accounts, you are the government’s tax target. Learn how you can protect yourself and avoid becoming the governments perfect tax payer!

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.

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!