Hang on to Your Wallet!

In this week’s Hidden Wealth Reviews I warn you to hold on to your wallet, because taxes are going up! I want to alert you to the gravity of the legislative risk to your retirement. To learn more about this, download the paper, “The 2024 Election & U.S. Savers.” You can find this free resource at www.TaxesSaved.com.

If you had a significant, taxable event this year such as the sale of a business, a large capital gain or a large Roth conversion, you are in need of some professional direction on how you can save the taxes on these events. Many people are holding off on making any changes because they are uncertain of the impact of taxes.

I want to provide you with some resources and references that I believe will really help you. If you:

• Have already done a Roth conversion in 2024
• Are looking to still do a Roth conversion in 2024
• Have a high (or higher than normal) income in 2024
• Have sold a business
• Have sold highly appreciated real estate

If you have had one or more of the above or any other significant taxable event this year and you’re ready, right now, in 2024, go to TaxesSaved.com and request a Tax Savings Analysis. When you request your analysis, please be sure to select a date and time from our calendar to schedule a meeting while there is still time to complete strategic tax savings planning for 2024. We only have a few remaining opening for strategic tax savings clients. This is because of the time of the year and the proper logistics that are needed to complete Roth conversions. There is also limited inventory for approved deduction programs and tax credit pricing. 

Many people who request a Tax Savings Analysis fail to select the best available call back time. We will not be able to meet with you if you don’t request an available calendar time. Right now, it’s critical that we start the tax savings process immediately. There are only a few months left to devise a strategy and to get it into place before the end of the tax year. Don’t waste precious time trying to make a hit or miss connection with our team. Timing is of the essence right now for requesting an analysis and selecting a best day and time to speak with a team member.

Let me tell you about Dan. Dan is 38 years old. He and his wife have saved $300,000 towards their retirement. Dan was unaware of the tax risk road on which he was traveling. Dan’s projected tax risk, over his lifetime, was over $3.3 million. That’s 11 times his current IRA balance that will go to taxes if he doesn’t do something. Unfortunately, this figure probably represents Dan’s best-case scenario.

Alissa is 60 years old and she’s saved $1,000,000 for retirement. She discovered that her retirement tax risk road was a four times tax liability (compared to her current balance $4,000,000). Imagine, paying between four to eleven times your current balance to the government. Let me ask you a question, can you imagine just eliminating those taxes and getting rid of them, today?

Learn How To Keep More In Your Wallet

You work hard for your money. We’ll work even harder to save it from unnecessary taxes. Go to TaxesSaved.com and request your no-cost, no-obligation Tax Savings Analysis. Please be sure to complete the entire request by selecting a specific day and time for our team to reach you. We are down to the last couple of weeks we need in order to analyze, plan and implement a 2024 Saving Tax Optimization Plan (S.T.O.P.).

Imagine, less stress, less tax, less worry and removing the uncertainty of a close election. Be sure to learn about the legislative retirement risk by downloading the paper “The 2024 Election & U.S. Savers” at TaxesSaved.com. This paper discusses the legislative risks that will prevent you from getting your taxes saved. The time to learn how to get your savings out of the tax system is now!

If you are looking to get a head start on saving taxes in 2025 (when the Tax Cuts and Jobs Act expires), you can now request your meeting in January, in order to get ahead of the tax planning curve. If your need is to save taxes in 2024, you should schedule a meeting with a team member now by going to TaxesSaved.com and choosing one of the available calendar meeting times.

If you have an immediate need and you want to know how much tax you can save still in 2024, Click Here to select a date/time to meet with team member to schedule your Tax Savings Analysis.

Note: We serve Baby 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!
www.TheHiddenWealthSolution.com