A Bigger Risk Then Market Volatility

In this week’s Hidden Wealth Review, I ask, are you aware of the volatility risk facing retirees that is greater than market volatility? This risk is called tax volatility and it creates guaranteed losses. Did you also know that Congress just passed a law that...

Eliminate Retirement Tax Risk

In this week’s Hidden Wealth Review, I teach how to position your assets to gain an extra $1 million or more to spend during your retirement and at least $ 2 million to leave after your retirement. How significant would this be to your definition of retirement...

Time for a Tax & Legacy Plan

In this week’s Hidden Wealth Review, I teach why it’s important to have a retirement risk plan in place. The timing couldn’t be more critical than it is right now. For years I’ve taught about protecting yourself from taxes and market losses....

Are You Jeopardizing Your Retirement?

In this week’s Hidden Wealth Review, I teach about the two biggest retirement risks facing Baby Boomers and why these are lining up in a big way right now. Recent headlines warn of a trade war triggered recession, the S&P’s $4 trillion loss in May and...

Disinherit The IRS from Your IRAs

In this week’s Hidden Wealth Review, I teach the immediate importance of immunizing your IRAs from the IRS. This week, the House passed a bill entitled, the “SECURE Act of 2019.” SECURE stands for “Setting Every Community Up for Retirement...

Retired Baby Boomer Number One Regret

In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers concerning their retirement is not considering the impact of taxes more closely before and after retiring. Imagine, saving an average of $10,000 to $40,000 a year for...