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financial defense

In this week’s Hidden Wealth Reviews, I teach what you can do by having the greatest financial defense that you can have, considering all of the unknowns that we are currently facing. This defense I’m speaking about is proactive tax planning.

This week, I came across an article by Kenny Johnson of station WDIO, in Duluth, Minnesota. The article stated that, with tax season over, now’s the time to take steps to ease your tax burden for 2022 and beyond. I couldn’t agree more!

Proactive tax planning is the best defense against the unknown. Right now, there are a lot of unknowns. There’s the on-going conflict between Russia and Ukraine. China is enforcing another pandemic lockdown, which is affecting our already fragile supply chain. Also, interest rates are on the rise, which is causing turmoil in the financial markets. To learn how you can create your best financial defense against the unknown, register for and attend this week’s Wealth Protection Webinar.

Click Here to learn what actions our client, Pam, from Illinois, took to defend herself from all of these unknowns.

Just last week, Pam shared with us that, even though she spoke with us over a year ago, it just hit her that all the free stuff that the Democrats are giving away has a cost and that her hard-earned retirement savings will be the source to pay for this “Free Stuff”! She’s now aware that it’s up to her to proactively plan and manage her retirement.

Of all the tools at Pam’s disposal, proactive tax panning is the greatest defense against the unknown. Knowing what you can save in taxes gives you a predictable return on your taxes. Depending on your marginal tax bracket, you can currently achieve anywhere from a 22% to a 37% return on your taxes.

Using what we taught her, Pam is now getting more return but taking less risk and, in some cases, she’s eliminated downside market loss altogether. She is less stressed about all of the unknowns, even as the market drops. Just this past week, the market suffered its worst week since 2020. However, our clients don’t suffer losses the same way as others do. You can learn how this is done this Tuesday by registering for my webinar at

To really grow her retirement, Pam is in the process of moving her money from “tax me later” accounts (401(k)s, IRAs, 403(bs)s, etc.) into “tax me never” accounts such as a Roth IRAs. She is doing this now, while her account values are low. This way, she can avoid the ticking tax time bomb of deferred retirement savings accounts, while creating the lowest possible tax liability for her Roth conversion.

Pam is a tax professional so she’s aware and taking advantage of this opportunity. She realizes that, the longer you wait, the greater the tax liability will be! Deferred taxes are the greatest retirement risk for strong savers. Deferred taxes equal increased taxes.


When tax rates and account values are down is the ideal time to take advantage of the opportunity to move your money from tax-deferred accounts to accounts that have no future tax burden. This coming Tuesday, at my Wealth Protection Webinar, I’ll be teaching about a little-known tax deduction that those who qualify can use to offset the tax liability created by Roth converting their deferred retirement savings accounts. But you need to take action now. After this year, the deduction will not be as high as it is currently.

You work hard for your money, let’s get to work protecting it! Imagine, more financial success, less worry, less stress and less tax! Remember, proactive tax planning is the greatest defense against the unknown.

On Tuesday, I will be teaching how to protect yourself from not only tax downside but from market downside, as well. Discover the difference between someone telling you how much tax you have to pay and someone telling you how much tax you’re going to save. Learn what you can do to protect yourself from taxes while it’s still top of mind.

To register for Tuesday’s no-cost, no-obligation, log on and learn financial educational event, simply follow these four simple steps:

  1. Go to (or scroll down to the form below).
  2. Select the webinar date/time you prefer.
  3. Enter your information thoroughly – make sure to double check your email address.
  4. 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!

This misguided administration’s plans are targeting high income earners and strong savers in 401ks and IRAs. These are the people who will benefit the most from our proven solutions. Solutions with a track record of measurable results.

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.

CHuck Oliver Retirement Breakthrough

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.

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!