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In this week’s Hidden Wealth Reviews, I teach how much lower you can get your taxes to be by taking advantage of all the “sales” in 2023. These sales include:

  1. Tax rates
  2. Roth conversions
  3. Tax brackets

The current high inflation rate has caused the tax brackets to expand by about 7%. That’s a benefit to those who want to get the IRS out of their IRAs and Uncle Sam out of their income. While you can’t beat a zero percent tax rate, you can actually get there.

Because IRA account values are now typically down about 25%, tax gurus share that now is the ideal time to convert traditional IRAs to Roth IRAs. I want to teach you how to take advantage of a deduction (for which you must qualify) and combine it with a Roth conversion so that the deduction covers the tax cost of the conversion. This strategy is used by the ultra wealthy. It doesn’t just produce a tax savings, it also has a very strong yield that averages between 14% and 21%. This provides profit from a leading growth sector on top of the tax savings. This is the same sector that Warren Buffet has put billions of dollars into and you can learn how. I will be teaching this solution at this coming Tuesday’s Wealth Protection Webinar.

To summarize, tax rates are on sale because the Tax Cuts and Jobs Act will soon sunset and when it does, all of the tax rates will increase by about 3%. Tax brackets are on sale because inflation has expanded the threshold to the next bracket by about 7%. Roth conversions are on sale because many people’s account values are down 25% to 30%.

Click Here to discover recent changes to Required Minimum Distributions and to read an example showing why now is the time to Roth convert your traditional IRAs.

The SECURE Act 2.0 just changed Required Minimum Distributions (RMDs). Now, there’s more time for you to employ strategies to eliminate your RMDs. If you were born between 1951 and 1959, your RMD age has been pushed out to 73. If you were born in 1960 or later, your RMDs begin at age 75. This is a mixed blessing because, the longer you defer the taxes, the more taxes you pay.

One strategy allows up to a 75% deduction for a particular investment. If you had $100,000 in a traditional IRA, the value of that account is now probably down to about $75,000. If you take the cash from your IRA and strategically invest it in this solution, you would receive a 75% deduction for the investment. That deduction can then be used to offset the taxes that were due on the Roth conversion. It’s best to employ this strategy sooner than later, while your account value is down, resulting in less tax and because it’s better, taxwise to have your gains in a Roth IRA than a traditional IRA.

As you would expect, most clients simply don’t want to pay the taxes. If you are a high income earner or a strong saver in IRAs and 401(k)s, the time to learn how low your taxes can be is now!

How Low Can Your Taxes Be In 2023? Take the next step & find out.

You’ve worked hard for your money. Learn how much lower your taxes can be in 2023. Register now for Tuesday’s Wealth Protection Webinar and learn how to take advantage while taxes, tax brackets and Roth conversions are all on sale.

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!