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 when. In last Wednesday night’s debate, Mayor Bill de Blasio said, “We are going to be taxing …

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 retired or still working, there are ways you can lower and even eliminate your …

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 plan to deal with each of these volatilities. 1.Tax Rate Risk Volatility. Overpaying taxes costs retirees an …

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 turns your IRA into an IOU to the IRS? Are you aware that you can disinherit the …

Important Questions Help You To Avoid Pitfalls

In this week’s Hidden Wealth Review, as we celebrate our nation’s independence, I want to ask you a very important question. Have you established your own retirement independence? Your answer is important because there are many articles and predictions reporting that a lot of Baby Boomers will fall short in their retirement, that they will have to work longer, save more money, …

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