Please Click the Video to Watch This Important, Short Message 

less tax

In this week’s Hidden Wealth Review, I want to stop and give thanks for less tax. I’m reminded of a client couple from the Chicago area. I spoke with the husband this past week. He told me that it’s amazing how much tax they had saved using our unique solutions. Even their CPA could hardly believe it. This was the first time that they had ever received an income tax refund from the state of Illinois.

We have taught many Baby Boomers and retirees across the country why now is the time to get a head start in getting tax smart! It’s a process of discovering which strategies, which amounts and from which accounts, so that you will always be in the lowest possible tax bracket. This is how you can accomplish becoming a low tax or even no tax retiree.

While there’s much to give thanks for, the idea of saving taxes is something from which all of us can benefit, if we just take the time to learn. This coming Tuesday, at my Wealth Protection Webinar, you can learn what you can do to lower your taxes in 2022.

It’s never too early and it’s never too late to get a head start to learn how to be tax smart. Beware, the government is putting $80 billion towards a tax initiative in an effort to find more tax. A high percentage of this effort is targeting people with incomes under $75,000 a year. The good news is that there are several legal IRS approved things that you can do to become a low tax or no tax retiree.

Click Here to learn the key three things that we emphasize in our practice that our client, Rod learned.

We were able to help Rod retire his required minimum distributions for good. Rod learned how to Roth convert the remainder of his IRAs with no tax out of his pocket. Rod also learned how to eliminate the annual forced capital gains tax in his brokerage account for good.

  1. Prepare
  2. Prevent
  3. Protect

These key three center around tax elimination because, if you don’t address taxes first, the rest of your retirement strategy is going to be inferior. The other areas we emphasize are asset and income maximization and legacy preservation.

Give thanks in learning how to optimize these key three areas, just like many of your friends and neighbors around the country have done. You can learn to to the same by registering for and attending this Tuesday’s webinar.

Learn how to legally, ethically and morally pay less tax!

Learn how you can get a head start on being tax smart for what you can do in 2022. Learn how to prevent and save taxes in 2022. You’ve worked hard for your money. Imagine, less tax, less stress and less worry.

The best way to offset this higher inflation is to eliminate unnecessary taxation. To learn how to out fox inflation while eliminating unnecessary taxation, attend my Wealth Protection Webinar. Learn how you can give thanks for less tax.

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!

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!