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six figure tax savings

In this week’s Hidden Wealth Reviews, I teach about the importance of tax diversification. By having tax diversification, you can have six figures of tax savings!

Just this past week, President Biden said, “I want to make it clear. I’m going to raise some taxes.” That’s a strong, clear signal that taxes are going up. The time to get tax diversification is now, while taxes are on sale and before your account values rebound.

In his State of the Union address, the President said that he wanted corporations to pay their fair share. He wants to quadruple his proposed stock buy back fee (which is really just a new tax) from 1% to 4%. Elizabeth Warren and Bernixe Sanders are proposing to double the Social Security FICA tax. Even more evidence that the time to protect yourself is now!

Let me ask you a question. Do you have confidence in your retirement tax future? We hear from people all across the country who complain that their financial planners and tax professionals don’t have tax solutions. You gain confidence in your retirement tax future through tax diversification.

Click Here to learn about tax diversification and how it can provide you with huge tax savings.

Different types of retirement accounts offer different tax advantages. Many people believed that tax-deferred accounts were the way to go so, they socked a lot of money away in 401(k)s and traditional IRAs. This seems like a good strategy until you see the tax diversification from the other angle.

“Every dollar you lose to taxes is one less dollar in your pocket,” says Maria Bruno, Vanguard’s head of U.S. wealth planning research. “Holding different account types helps manage uncertainty around future tax rates because we don’t know in 20 to 30 years, what the tax regime will be or what your personal tax rate might look like.”

In the same article in USA Today, it was reported that Jeremiah Barlow, Mercer Advisors’ head of family wealth services, had a client who retired, didn’t yet have to take Required Minimum Distributions (RMDs) or Social Security and paid zero taxes on $100,000 that was distributed from a taxable account. This is why it’s important to have tax diversification.

What is tax diversification? Diversification is a risk management technique that mitigates risk by allocating investments across different financial instruments, industries, and several other categories. The purpose is to maximize returns by investing in different areas that would yield higher and longer term returns. You can apply these same techniques to taxes.

Saving for retirement in a tax-deferred account seems like a good idea at first. But, when you’re forced to take that money out in the form of RMDs, you’re likely at a higher tax rate than you were when you were working. This forces you to pay more taxes.

Here is one simple tax diversification strategy. If you are between the ages 59-½ and 73, if you’ve stopped working (or work part time) and you are old enough to withdraw from tax-deferred accounts without penalties, but under the age to take required minimum distributions, consider gradually reducing your tax-deferred accounts. Now is the time to get your money out of the tax system.

I want to teach you about four other strategies that can save you up to six figures in taxes.

  • Strategic rollouts. This is where you manage marginal tax brackets. I’m reminded of our client, Rob, who transferred IRA savings at the lowest tax rate and gained future tax-free income! I also think of Jon, who un-taxed his RMDs into a tax-free, lifetime income.
  • Strategic offsets. This involves using specific deductions to reduce taxes. Our client, Al, was able un-tax $500,000 in income using offsets. Another client, Frank, un-taxed $400,000 of his traditional IRA by converting it to a Roth IRA.
  • Strategic Roth Alternative. Using this strategy, Barbara was able to create a $50,000 a year tax-free income when she retires.
  • Tax-Free Family Wealth Transfer. Nancy and her husband, Jon, created a tax-free legacy for their children, turning $300,000 into $10 million – all Tax-Free!


Learn how you can use tax diversification to save six figures in taxes! Let me teach you some of these proven strategies, each with a track record of measurable results. Register and attend next Tuesday’s Wealth Protection Webinar.

Higher taxes are coming and now’s the time to protect yourself by learning tax diversification strategies. Learn what you can do for tax elimination, income maximization and lifestyle with legacy preservation for true asset optimization!

You’ve worked hard for your money, let’s get to work. Imagine, more financial success, less stress, less worry and less concern over taxation. Register now for Tuesday’s Wealth Protection Webinar and learn how you can create your own tax diversification solution.

To register for Tuesday’s no-cost, no-obligation 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!
Strong savers in 401(k)s and IRAs and high income earner are the people who will benefit the most from our proven solutions. Proven solutions with a track record of measurable results. Imagine less stress, less worry. Peace of mind retirement protection.

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!