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This may be the most important Hidden Wealth Review I’ve ever shared. The federal deficit is ballooning and now state and local governments are scrambling to find extra revenue.

Imagine where federal tax rates are going to go! Higher tax revenue is the focus coming from all angles. Take for example, cities such as Nashville, that are raising property taxes by 34%. In Seattle, if you earn more than $150,000 a year, they are going to levy an extra 2.4% city tax. This is happening due to all of the unemployed people who are no longer paying taxes. As a result, federal, state and local governments are having to tax people more to make up for their revenue shortfall.

Not only are people being laid off through no fault of their own, companies are offering (or pushing) people into early retirement. As their unemployment benefits expire, many people are opting to retire and take their Social Security, rather than try to return to the workforce. We are seeing this happen all over the country.

Protect yourself from higher taxes now. Whether you’re trying to get to retirement or you’re someone who’s trying to get through retirement, if you’ve saved at least $300,000 in tax-deferred accounts such as 401(k)s or IRAs, the time to save taxes on your money is 2020. I don’t believe there’s ever been a more important time to insulate your savings from the IRS.

Imagine what taxes will look like in the future. The government is adding another trillion dollars in stimulus that will be passed by the end of this month. There’s another $3 trillion of spending in the Heroes Act which Nancy Pelosi is pushing. Joe Biden and the “blue” states are literally terrifying retirees over the uncertainty of taxes.

The good news is that you can remove yourself from the coming higher tax massacre. Learn how to lower your tax bracket in retirement right now! Learn how to prevent being pushed into paying much higher and unnecessary taxes.

I want to teach you how you can be a tax-free retiree. Simply go to and request a Saving Tax Optimization Plan (S.T.O.P.) Analysis. For those who request a S.T.O.P. Analysis, I will gift you a copy of my guide, Retirement and Your Taxes, How to Get the IRS Out of Your IRAs and Remove Uncle Sam from Your Children’s Inheritance. This informative guide will help you learn the timing importance of the Tax Cuts and Jobs Act and the SECURE Act. Learning about the SECURE Act will prevent your children and grandchildren from inheriting a tax bill instead of the money you meant to leave to them. Learn the tax risk road on which you are traveling. Schedule your Saving Tax Optimization Plan discovery call while there is still time. Learn how you can benefit from the advantages of the Tax Cuts and Jobs Act while Trump is still in office.

Our clients, Fred and Shannon, had these tax savings goals:

  1. Lower their taxes – Fred was already taking Required Minimum Distributions (RMDs) which were pushing them into a higher marginal tax bracket.
  2. Shannon wanted to see if she could retire sooner in order to spend more time with Fred (who is already retired).
  3. Eliminate inheritance tax to their adult children.

We taught Shannon how to move her retirement timeline from two years down to just six months! She did this by removing unnecessary taxes. This gave her the tax savings cash flow that she needed to retire early. With less money going out and more money staying in, she is now able to stay home and spend time with her spouse.

Fred learned how to eliminate his RMDs and eliminate inheritance tax to their children. They created $5,000 a month of tax-free income, avoided exposing 85% of their Social Security to tax and escaped having to pay higher Medicare Parts B & D premiums. You can learn to do the same! Let’s get to work.

You’ve worked hard for your money. Learn how you can protect yourself from unnecessary taxes. Go to and request your S.T.O.P. Analysis. Don’t worry, there’s no sales pitch and no fine print. The S.T.O.P. Analysis teaches you the tax risk road you’re traveling and how to reroute yourself to remove the unnecessary taxes that you (and your children) are going to face.

When requesting your S.T.O.P. Analysis, please be specific as to the exact day and time that you wish to be contacted. Please be sure to give your best telephone number where you can be reached on the specific day between 10:00 AM and 6:00 PM Eastern Time. Please be specific and please don’t list “anytime” as your desired time to be reached. We are only able to reach those who are specific about their time to be reached.

To request your S.T.O.P. Analysis, follow these four simple steps:

  1. Go to
  2. Watch the “Tax-Free Lifetime Income” introduction video.
  3. Enter your information thoroughly – make sure to double check.
  4. Submit the form & prepare to answer our call at the time requested.

Let me leave you with one final thought. Does your current plan eliminate the uncertainty of taxes and do you want to learn how to pay the legally least amount of tax? Learn how we save Baby Boomers and retirees an average of $2,000 a month!

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.

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!

optimied grandparents with grands scaled


Request your Saving Tax Optimization Plan (S.T.O.P) Analysis & receive our time sensitive, easy to read, 2020 Retirement & Your Taxes Guide.