by Chuck Oliver | Nov 27, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that, according to the Chicago Tribune, the end of the year is a great time to be thinking about planning around money. From Thanksgiving until the start of the new year, many people have extra time to relax, step...
by Chuck Oliver | Nov 22, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that investors may be in for a future tax surprise. I recently read an article that highlighted the indirect taxes that people are paying on non-IRA accounts. These hidden taxes are causing many people to be taxed to...
by Chuck Oliver | Nov 15, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that, regardless of which Democratic candidate’s tax plan you look at, there’s no debate about a future higher tax rate. After 25 years of having a front row seat to see the unnecessary taxes that people...
by Chuck Oliver | Nov 8, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Nov 1, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Oct 25, 2019 | Hidden Wealth Reviews
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....
by Chuck Oliver | Oct 16, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Oct 11, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Oct 4, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about The Baby Boomer Retirement Tax Tightrope. Over the next year, we are going to see and hear a lot of political advertisements from the left, pushing for numerous additional taxes. Even now, over a full year ahead...
by Chuck Oliver | Sep 26, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach how to add an additional $20,000 a year to your retirement. I’m reminded of John and Pauline. Like many of us, they were very concerned about the future of taxes and the stock market. Over the past 20 years,...
