Retirement and Your Taxes Guide

We help Baby Boomer and retirees Thrive in Retirement. We just introduced our Retirement and Your Taxes Guide. One couple learned how to save over $1.2 million of IRA tax on the $400,00 in their IRAs! A number of people responded that, until they read our guide, they...

Retirement Rules Have Changed

In this week’s Hidden Wealth Review, I teach how to save your tax money in 2020. The newly passed IRA rules will rob Baby Boomers and retirees of their retirement savings. Baby Boomers and retirees want to thrive in retirement. They want to maximize and optimize...

Mick E. Orlando FL

I did an interview with Chuck Oliver and his Hidden Wealth team in July of last year. We met and discussed my situation and goals. In October we started putting the plan into place. It has worked beautifully – just as Chuck and his team has predicted. I increase...

Barbara R. Enfield CT

Chuck Oliver and his team at Hidden Wealth solutions have been invaluable in changing my financial situation for the best this year. They have spent hours and hours with me looking ahead and rearranging my investments to my benefit. We squeezed a huge tax savings into...

Learn How To Thrive in Retirement

Learn to keep more of your money in 2020! The Federal government has just changed the rules for retirement in the middle of the game! S.T.O.P. your IRA from becoming an IOU to the I.R.S. They have passed The Secure Act, which changes the Required Minimum Distribution...

The New Year’s New IRA Reality

In this week’s Hidden Wealth Review, I teach about the new year’s, new retirement reality. This means risking your retirement amid the uncertainty caused by the just-passed Secure Act. This new law changes the rules of retirement for good! This new federal...

New Year’s Retirement Resolution

In this week’s Hidden Wealth Review, I ask you to imagine, $20,000 less tax and 20% more income. This is before the volatility and uncertainty surrounding this upcoming election. Make market and tax protection your 2020 New Year’s resolution. Don’t...

Avoid The Retirement Tax Tidal Wave

In this week’s Hidden Wealth Review, I teach that, heading into 2020, with its expected tidal wave of higher taxes (depending on the election outcome) and the market mayhem that’s always associated with an election year, there is some good news. There are...

Learn How To Thrive In Retirement

In this week’s Hidden Wealth Review, I talk about TIME, TRAPS and opportunities outside of Wall Street. TIME and TRAPS are acronyms that I use in my books. The important thing to remember is that the time is now and the traps have never been greater. I want to...