by Chuck Oliver | Dec 27, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Dec 19, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Dec 11, 2019 | Hidden Wealth Reviews
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...
by Chuck Oliver | Dec 6, 2019 | Hidden Wealth Reviews
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...
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....
