Critical Timing Tax Savings Money Moves

In this week’s Hidden Wealth Reviews, I teach about critical timing tax savings money moves. If you’re still trying to save taxes for 2024, the tax-savings door is still open, but it’s about to close. Go to TaxesSaved.com and request a Saving Tax Optimization Plan (S.T.O.P.) that will allow you to take control of your taxes before it’s too late.

A number of people, still looking to save on their 2024 taxes, have already reached out to us and they are now moving forward with their tax-savings plan. If you had higher-than-expected income, sold a business or real estate, received a large bonus or if you were hit with unexpected required minimum distributions (RMDs), you need to act now! Tax-saving opportunities exist, but only if you take action before the deadlines pass.

When you go to TaxesSaved.com, be sure to request a specific calendar date and time for us to contact you. Many people skip this step, which makes it very difficult for us to reach you and coordinate a meeting to discuss how we can save you taxes. Without scheduling, it becomes difficult to coordinate and the opportunity could slip away. The deadlines for saving taxes in 2024 are looming so efficiency is the keyword.

If you want to get ahead of the uncertainty surrounding 2025 tax changes, now is the time to prepare. The Tax Cuts and Jobs Act (TCJA) is set to expire. President Trump has already stated that without Democratic support, taxes could increase by as much as 45%. A Brown University economist recently told Tony Robbins, “I cannot envision any situation in which our need for tax revenue in the future is not going to be higher than it is today.” The message is clear; taxes are going up and waiting to do something about it will only increase your financial burden.

If you have high income, large RMDs, a successful business or if you want to eliminate taxes from your income and investments, the time to act is now. It doesn’t matter if you’re 45 or 75, taking action today means saving significantly more in the future.

Learn More About Critical Timing Tax Savings

Let me share an example. A client in his mid-60s with $1 million in an IRA and 401(k) questioned how urgent it was to act. He thought he had plenty of time before his RMDs started at 75. But here’s the reality, every 10% growth in his account increased his lifetime tax liability by $300,000 – 30% of his current balance! If Trump turns the economy around and values go up, so will the taxes that you owe.

Another client recently emailed to say that he now has all of his money completely out of the tax system. He no longer worries about taxes on his Social Security, Medicare, retirement withdrawals or his children’s inheritance. He shared,

“Thank you for all you have done and all you are doing to help with my future tax mitigation.  My family, kids, and grandkids will appreciate it!”

Go to TaxesSaved.com and request your complimentary S.T.O.P. Analysis today. This personalized plan will help you understand your tax exposure and provide you with clear strategies to eliminate unnecessary taxes. Be sure to schedule a specific date and time for your analysis. Remember, without scheduling, we won’t be able to guarantee availability before the 2024 tax-saving window closes.

You work hard for your money. Imagine permanently removing your income and assets from the tax system. Don’t wait until it’s too late. Go to TaxesSaved.com now and take control of your taxes before taxes take more of your hard-earned money.

Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as have been doing for over 20 years. Our online meetings are private, the access is restricted and we never share our meeting link with anyone who’s not a part of the meeting.

Chuck Oliver
Wealth Strategist | Best-Selling Author
We help Baby Boomers and Retirees thrive in retirement through a clear retirement road map that provides market correction and tax protection to optimize income and assets!
www.TheHiddenWealthSolution.com