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avoid the tax
In this week’s Hidden Wealth Review, I want to teach Baby Boomers and retirees about Bob, a client with whom we recently met. Bob is from Illinois. He has an accounting education. He shared very specifically that he wanted to avoid getting taxed to death. He wants to retire soon. Bob wanted to know how early he could retire without the concern of experiencing a retirement that’s tried to a big tax burden.
This week, at my Wealth Protection and Preservation Webinar, I will be teaching the techniques that Bob learned. Using what we taught him, Bob was able to solve his common retirement concerns.
Bob calls what’s happening right now The American Tax Plan. I simply call it The Tax America Plan. If you are a high income earner, if you have capital appreciation in your stock portfolio, in real estate, in your business or, if you’ve likely saved a large portion of your retirement in tax-deferred 401(k)s and IRAs, it’s time to rethink your retirement. I want to teach you how you can avoid unnecessary taxes in retirement! Learn strategies with a proven track record of measurable results, as Bob did.
Bob was able to use one deduction that not only helped him to un-tax his traditional IRAs by converting them to Roth IRAs, but it also helped him un-tax the capital gains he had built up. Capital gains are a major tax focus for the Joe Bidens and Bernie Sanders of the world. They are looking to raise not just income taxes but also capital gains tax and lower the step up in basis tax treatment. Worst of all, these tax strategies may be made retroactive to the beginning of the year! This is why the time to get tax planning done is in 2021!
Bob was able to un-tax a large portion of his traditional IRAs by converting them into Roth IRAs. He did this without having to pay any tax out of this own pocket. He used a little-known tax deduction to eliminate the tax that would have otherwise been due on the Roth conversions. We help Baby Boomers and retirees implement this strategy all the time.
The number one topic I’m asked about are strategies to un-tax IRAs. These strategies eliminate or, at a minimum, reduce Required Minimum Distributions (RMDs) and allow you to become a low tax or a no tax retiree.
Bob also learned how he could have an institutionally managed stock portfolio. An institutionally managed portfolio can prevent the build up of capital gains on which you have to pay tax, while being able to provide higher returns and less risk. These capital gains taxes are a target of the government and they are taxed again once the assets are passed down to your heirs. We were able to teach Bob how to create a $60,000 direct, market risk free income with a portion locked with a fixed 7% yield. This investment has no direct stock market correlation.
How Do I Avoid The Tax America Plan?
The government is coming for your hard-earned income and assets. There’s an overhaul of taxes in the works. I want to teach you how to avoid these new taxes altogether. Imagine, insulating your income from Uncle Sam and removing the IRS from your children’s and grandchildren’s inheritance.
The time to get serious about your money and the impact of taxes and inflation is now. Learn how you can eliminate taxes and have upside gains with no downside losses. Learn how to drastically reduce your risk, cut your costs and increase your returns. Don’t fall victim to The Tax America Plan.
Learn how to insulate your income and inheritance from Uncle Sam and the IRS. Tuesday, during my Wealth Protection and Preservation Webinar, I will teach you how to live more and leave more. Imagine, less tax, more money, more time.
To register for Tuesday’s no-cost, no-obligation, log on and learn financial educational event, simply follow these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- 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.
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.
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!