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retirement savings

In this week’s Hidden Wealth Review, I teach about the importance of timing. If you want to get your serious retirement planning and savings safe, the time to get it done is in 2021! Right now, there’s a lot of uncertainty surrounding how to get your savings S.A.F.E.

S.A.F.E. is an acronym I use in my books. It stands for:

  • Securing your savings from losses
  • Annual inflation protection
  • Freedom from taxation
  • Easy planning management

Securing Your Savings From Losses

Learn how you can have higher market returns with reduced loss exposure or even no loss exposure. This past week, one of my clients learned how to lower their portfolio’s risk by 50%. They increased the return they were getting by 50%! They also cut out a lot of fees and unnecessary expenses. This particular vehicle features only upside gains with no downside losses and has earned better than double digit returns for the last ten years.

Annual Inflation Protection

Unemployment numbers went up this past week for the first time in a few months. Fears about the Delta variant caused the market to take a 700 point slide on Monday. The cost of goods and services is not going down. Larry Fink, of Blackrock Capital, says that this is not tansitory inflation (six to nine months). This current round of inflation is likely to be with us for the next few years. In the face of continuing inflation, annual inflation protection is key to sustaining your lifestyle income needs and leaving more through legacy asset transfer.

Freedom From Taxation

Many people have contacted us to learn how they can get their 401(k)s and IRAs from taxed to untaxed. For those who qualify, there’s a little-known strategy in the Tax Cuts and Jobs Act (TCJA) that allows up to a 100% tax deduction for a certain investment. Not only does this investment provide a deduction that can be used to offset the taxes due on converting tax-deferred accounts to Roth IRAs, it provides solid, double digit returns. But you must hurry to take advantage of this opportunity, before the Biden administration abolishes the TCJA, altogether.

Easy Planning Management

This means freedom from having to go check your stock market account every day and having to worry about what will happen from unexpected taxes. Imagine, having all of the tax, legal, distribution and legacy aspects of your retirement built into one, holistic plan.

How Do I Keep My Retirement Savings S.A.F.E.?

This Tuesday, during my Wealth Protection and Preservation Webinar, I will teach you how to get your serious retirement planning and savings S.A.F.E. Imagine, more financial success, less stress, less worry and less tax to you and your family’s legacy.

You’ve worked hard for your money, let’s get to work protecting it! 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!

Learn how to discover and uncover your hidden wealth. The time to get this done is in 2021.

Joe Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more or those who have saved $1 million or more benefit the most from our proven 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!