by Chuck Oliver | Sep 20, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the difference between the “makers” and the “takers.” The contrast reminds me of House Bill 1587 which promises, among other things, free college, free paid-off student loans and Medicare...
by Chuck Oliver | Sep 13, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about three common government “gotchas.” Required Minimum Distributions (RMDs). The money you saved into your 401(k) or IRA will trigger RMDs when you are 70.5-years old. This pushes you into a higher...
by Chuck Oliver | Sep 5, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach not to gamble your retirement on next year’s election. If a Democrat gets elected, you will face what I call The New Triple Retirement Tax Threats. Here are those three threats. Repeal of the Step-Up in Basis...
by Chuck Oliver | Aug 30, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach how there’s never been a more important time to re-engineer your retirement. One of the most important moves is making your retirement resilient to taxation. There couldn’t be a more important time to do...
by Chuck Oliver | Aug 23, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the number one move you can make to best position yourself in retirement is to re-engineer your retirement. Your top initial move is to retire unnecessary tax! There has never been a better time for you to save...
by Chuck Oliver | Aug 15, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I borrow from comedian Chris Rock’s routine and remind you that we don’t pay taxes, they take taxes. Because of the taxation focus of the 2020 Democratic candidates, taxes are going to be a big deal. Federal...
by Chuck Oliver | Aug 9, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach how to not have the “hell” taxed out of you. New York Mayor and Democratic hopeful Bill de Blasio, wants a “fair” tax rate of 70%! As a follow-up to his statement during the recent Democratic...
by Chuck Oliver | Aug 2, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the recent Democratic debates show us that the first radical risk that will ruin retirement is that there’s no debate that the Democrats want higher taxes. It’s not a matter of if, but a matter of...
by Chuck Oliver | Jul 26, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want to ask you a question. Is it possible to have a tax rate of under 4%? The answer is yes! There are ways to structure your retirement income so that your Retirement Tax Rate (RTR) is under 4%! Whether you’re...
by Chuck Oliver | Jul 18, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the three volatilities that can or will wreck retirees retirement. The first of these volatilities is the most critical and it has a timing element that is crucial right now. Retirees need to have an effective...
