90% of Your Wealth Depends on This

In this week’s Hidden Wealth Review, I teach that 90% percent of your wealth depends on one thing, asset allocation. What makes asset allocation so dangerous is its timing.If you don’t believe me, just ask those who lost 50% (or more) in 2000, 2001, 2008...

Get the IRS Out of Your RMD

In this week’s Hidden Wealth Review, I teach that, if you are a Baby Boomer with over $200,000 saved in IRAs, you are facing what I call the Required Minimum Distribution Dilemma. Required Minimum Distributions (RMDs) are a ticking tax time...

Warning: End of Year Market Drop!

In this week’s Hidden Wealth Review, I teach that the first major winter holiday has passed and we are now in a full-fledged retirement transition. The first Baby Boomers must take their Required Minimum Distributions (RMDs) by the end of the year. Those who...

Digest The Dual Demographic Dangers

In this week’s Hidden Wealth Review, I give thanks for you, the loyal followers of The Hidden Wealth community. Our video blog enables you to stay in touch with the nuances of the ever-changing tax code. It allows you to discover how to legally, ethically &...

Removing Retirement Low Return Risk

In this week’s Hidden Wealth Review, I teach that, since the election of our new president, over a trillion dollars has evaporated from the global bond market. If you own bonds or you have bonds as part of your portfolio, you need to be aware...