Eliminate Retirement Tax Risk

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...

No Debate About Democrats Tax Desire

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...

Learn Your Retirement Tax Rate

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...

Remove Your Retirement Volatility

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...

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...