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In this week’s Hidden Wealth Review,
Baby Boomers and retirees from all over the country are concerned and some are even terrified of higher taxes. They have shared that they are extremely concerned about the effect of market volatility on their retirement savings. An Edward Jones study titled, “The Four Pillars of the New Retirement,” found that 63% of retirees are interested in an investment strategy that helps their retirement savings withstand market volatility.
Here are are the top three areas of assistance that study participants wanted when seeking professional help:
- Advising on an investment strategy for my retirement savings to withstand market volatility (63%).
- Determining how to best draw from investments in retirement (50%).
- Minimizing income taxes in retirement (47%).
According to an article by Reason.com, Joe Biden’s proposed budget would hike spending, raise taxes and further inflate the national debt. When planning for retirement, over one third of retirees didn’t consider how taxes could impact their retirement. Less than half of retirees said they didn’t know how to best leverage their accounts to minimize their tax burden.
One of the greatest disruptions of wealth is taxation. Many people have asked me how they can get positioned to protect themselves from both market volatility and higher tax rate risk.
To learn more about our solutions, register for my no-cost, no-obligation, 21st Century: Re-Engineering Retirement Wealth Protection Webinar being held this coming Tuesday. To register, click the button below:
Patty, from North Carolina, shared that she had already started moving money from traditional IRAs into Roth IRAs to avoid taxes in retirement. She was concerned about the election outcome and the expiration of the Tax Cuts and Jobs Act. She knew that she was going to be killed by taxes.
But I need to warn you, if a Roth conversion is done incorrectly, it can result in:
- Higher tax brackets
- Exposing 85% of Social Security to taxes
- Higher Medicare Parts B & D premiums
- Annually losing $10,000 to $20,000 to “government gotcha’s”
At The Hidden Wealth Solution, we know how to optimally convert to a Roth IRA so that you avoid all these dangers.
Patty was able to un-tax a large amount of her IRA with zero tax. She also avoided taxing her Social Security and Medicare.
Bill, from Colorado, was concerned because he needed a certain return in order to support his lifestyle. He was worried about the election and he knew that he would not get another chance to get his retirement right. He could not afford mistakes and he wanted to stay in control.
Let me teach you election retirement protection. Learn how you can enjoy upside market gains without suffering downside losses. Get protection from market volatility as well as rising tax risk.
Join me this coming Tuesday for my Wealth Protection Webinar and gain timely insights on how to insulate your serious retirement savings from market crashes and unnecessary taxes.
This complimentary educational event will teach you how you can have election retirement protection from taxes and market losses.
This event is for those who have saved at least $300,000 or more for retirement, especially those who have saved in IRAs and 401(k)s.
To register, follow these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check.
- Click “Reserve My Spot!” to submit, that’s it!
Once you’ve registered, you’ll receive an email containing a personal access link to join Tuesday’s event. Don’t forget to add it to your calendar!
It’s your money and you’ve worked hard for it! Let’s get to work to help you best protect it. Imagine, more financial success, more upside with defined opportunities for no downside, along with removing Uncle Sam from your retirement and your children’s and grandchildren’s inheritance.
Register for your preferred webinar time now because these events have proven to fill up fast. Those who attend this event will receive a complimentary copy of my latest eBook, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.
Spouses and Significant Others are Encouraged to Attend This Event Together
Note: We serve 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.
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!