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,...
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...
