Please Click the Video to Watch This Important, Short Message 

As we celebrate our country’s independence, I want, while you are thinking about independence, for you to think about how you can have tax independence. Imagine, freedom from taxation!

Because of the heavy deficit spending, the escalating increase on our debt (the deficit is growing $1 trillion every 100 days) and the huge tax increases that are looming, it can sometimes feel as though we’re not living in a free country. With all of this overspending, financial mismanagement and looney tune proposals, it’s clear a lot of tax money to pay for all of this is going to have to come from those who have worked hard and saved strongly.

The last statistic that we reviewed showed that $38 trillion is trapped in tax deferred accounts such as IRAs and 401(k)s. This fortune is part of the great wealth transfer that is projected to be $80 to $90 trillion that will transfer from generation to generation over the coming years! Washington is the watchdog of this low hanging fruit, tax grab opportunity.

This coming Tuesday, at my Remove Your Wealth from Washington webinar, I will be teaching tax-savings strategies such as the ones I showed our clients, Tom and Lisa. Tom and Lisa applied a tax credit recognized by the Treasury Department. These tax credits are issued in $100,000 increments. The typical person who has worked hard and saved hard in IRAs and 401(k)s can use these tax credits to completely move their traditional IRAs to Roth IRAs, thereby removing their retirement savings from the tax system for good!

For example, we have clients who were able to Roth convert $300,000 from a traditional IRA. This conversion would have triggered (depending on your particular income tax) somewhere around $100,000 in federal income tax. If your financial planner is unaware of this tax credit solution, they are likely to advise against a Roth conversion, due to the immediate taxes it will create. Unlike The Hidden Wealth Solution, most financial planners don’t have a proactive, forward looking tax-planner CPA who works with the wealth planners so that everyone is rowing in the same direction.

For most of our clients, every $100,000 tax credit allows them to convert $300,000 to $400,000 of traditional IRA money to Roth IRAs. This solution will remove both their income and their assets from the tax system while eliminating required minimum distributions as well as inherited IRA tax exposure for their families!

On top of using the tax credit solution to insulate their assets from the IRS, Tom and Lisa used our Business Exit Blueprint to structure the sale of their business to save the greatest amount of taxes. They will now be able to use deductions and credits to avoid paying unnecessary taxes on the sale of their business. They will then be able to keep that money tax-free by using forward-looking strategies such as the Rich Man’s Roth, which I’ll be teaching about this coming Tuesday.

    Learn More About Tax Independence

    I will be teaching these strategies and more at this coming Tuesday’s webinar. Imagine, having true tax independence.

    You work hard for your money. Tuesday’s webinar is not about getting ready to get ready, it’s about being ready. If you don’t change, then things will change for you as the government maneuvers to grab the tax it needs to pay for all of this deficit spending. Don’t wait for the outcome of November’s election, the tax burden on those who have worked hard and saved hard is already projected to heavily increase taxes.

    Learn to control what you can control. Control your tax independence and enjoy freedom from unnecessary taxation. Invest the time to learn how you can have tax independence. Register for Tuesday’s webinar by following 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!

    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

    How Big is Your Retirement Tax Bill?

    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!