Please Click the Video to Watch This Important, Short Message
In this week’s Hidden Wealth Reviews, I teach how a client couple learned to save $200,000 in unnecessary taxes. They learned to remove the terrible stock market tariffs and turn tariffs into terrific tax-savings. This Tuesday, at my Protect your Wealth from Washington webinar, I will teach those who want to learn how to take advantage of turning tariffs into lifetime tax savings!
For those who register and attend, I will gift you an electronic copy of the new book, The New Holistic Retirement. This short, easy to read book will show you how to optimize your assets with security, growth and protection for retirement. Imagine going from just really having a portfolio to having a written, comprehensive retirement plan roadmap. The book points out why retirement has changed and it covers the importance of how retirement has changed with the use of proven solutions.
One of the biggest changes is going from the accumulation phase of retirement to the distribution phase. If you’re someone who is within five years or less of retirement, if you’ve just retired or if you’re someone who just wants to see if they are still on track with all of the market tariff turmoil, you need to register and attend Tuesday’s webinar.
The big box brokerages, where you have just a portfolio, don’t cover how to navigate issues such as: how to prevent 85% of your Social Security from being taxed, how to avoid Medicare surcharge taxes, how to best navigate the Tax Cuts and Jobs Act (TCJA) expiring and how to deal with taxes today (and higher taxes in the future). Recently, some clients reached out to tell me how glad they were to have taken the time to learn the things big box stores just don’t tell you.
They learned by attending my no-cost, no-obligation webinar. To register for this coming Tuesday’s event, go to www.RetirementProtected.com and learn how to protect your wealth from Washington.
There is currently a lot of tax risk from Washington from unknown legislative change risk and higher taxes only months away because the TCJA is scheduled to sunset later this year. We are also in the middle of a meltdown of the global economy due to the uncertainty around tariffs and trade. Let me ask you a question, is the plan that has gotten you to where you are today the best plan to get you through or to the retirement you want? Do you know how taxes will impact your retirement timing and income wise? If Congress doesn’t act on renewing the TCJA, everyone’s taxes are going higher!
While we’re going through this ideally temporary Trump slump is a terrific time for many heavy IRA and 401(k) savers to take advantage of getting a tax-free Trump bump. Tuesday’s webinar will teach you how you can do this.
We recently helped the client couple that I mentioned had saved $200,000 of unnecessary taxes by showing them how they could also de-risk their retirement. They were able to cut their risk in half and increase their returns at the same time. They also learned how to do this tax-free. I’ll be teaching these strategies and concepts at this Tuesday’s webinar. To register, go to www.RetirementProtected.com.
In a recent survey, 36% of the millionaires in the survey said that it would be virtually impossible to retire comfortably with the rising costs and the murky markets. I’m here to tell you that this is simply not true. The ultra-wealthy don’t manage their money. They hire people who are focused on wealth accumulation and preservation to manage their money with tax efficiency. Because of this, they are able to build it, keep it, transfer more and make sure it’s all tax-free.
REQUEST YOUR S.T.O.P. ANALYSIS NOW
How Big is Your Retirement Tax Bill?
Steps To Turn Tariffs into Tax Savings
Whether you’re planning to retire, have just retired or if you’ve been retired for a while and you’re uncertain, get a second opinion on your wealth as our client couple did. They told me that they weren’t dissatisfied but, until they met with us, they had no idea they could cut their risk in half and that they could raise their return at the same time, tax-free. They were able to save over $200,000 using a comprehensive retirement road map built by our team.
Now, they are going to do $600,000 in Roth conversions and, using tax strategies that I’ll be teaching at Tuesday’s webinar, they will pay zero dollars in Roth conversion taxes. They are turning the timing of the terrible tariffs into terrific tax savings and they are doing it with less risk, more return and it’s all tax-free!
You work hard for your money. We’ll work even harder to teach you how grow and protect it. Register for Tuesday’s Remove Your Wealth from Washington webinar at www.RetirementProtected.com.
To register for Tuesday’s webinar:
- Go to RetirementProtected.com.
- Choose your preferred date and time.
- Fill out your information carefully.
- Click “Reserve My Spot!”
Once you’re registered, you’ll receive an email with your private access link to the event.
Spouses and Significant Others are Encouraged to Attend This Event Together
Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as we 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
