Please Click the Video to Watch This Important, Short Message
There’s a significant difference between being in the accumulation phase of retirement versus being in the distribution and preservation phase. Many people with whom we meet believe that they must be in a preservation plan simply because they are retired. Unfortunately, this is not usually the case. We just met with a couple in their eighties who still have an accumulation plan, even though they have long been in the distribution phase.
They learned their tax risk road very quickly and they discovered the tax risk that they were going to leave to their adult sons. When it came to their investments, they were taking higher risks, getting inferior returns and paying higher fees and costs. The plan they had made just no sense for their financial situation. We showed them how they could have a cohesive, holistic retirement plan.
Many prospective clients come to us wanting a plan that encompasses all of the moving parts. Most people have never had all of the retirement puzzle pieces put together for them so they can understand how they can have a sum that is greater than all of the parts.
This coming Tuesday, I want to teach you how you can get a greater sum from your retirement puzzle pieces. To learn this and more, register for Tax Protecting Your Retirement webinar at RetirementProtected.com.
We recently had a client contact us about the money he had saved in his “tax me later” ticking tax time bomb, tax-deferred retirement savings accounts. He had done well, saving $2.5 million by the age of 62. Unfortunately, at today’s tax rates, the taxes due on these savings will be over $3 million (between him and his family). Whether you have 2.5 million or $250,000, taxes are the largest retirement expense and very few people have a plan to deal with them.
Another client learned how to un-tax 70% of his tax-deferred accounts. He removed $700,000 of his money from the tax system, costing him zero in out-of-pocket taxes. We taught him top-line deduction strategies that have been part of the tax code for generations. He was able to achieve this using the services of our tax planning team rather than the tax preparers that most Americans use.
What’s more, he learned how to get more return by taking less risk. He is now projected to more than double the amount of money he will transfer to his heirs.
Take advantage of the Trump-era Tax Cuts and Jobs Act tax sale while you can. For those between the ages of 55 and 75, the time to act is now! Learn how to maneuver through (and out of) the tax system before the government changes the rules and the rates.
How Big is Your Retirement Tax Bill?
Remove Yourself From Inflation Retirement Annihilation
When the Federal Reserve starts lowering interest rates, you will actually see inflation increase, rather than decrease, as you would normally expect. Prices are astronomically high, and they are not going down!
You work hard for your money. Imagine, more financial success, less stress and less worry. Learn how to remove yourself from inflation retirement annihilation. Learn how to stay ahead of this crazy inflation and how to avoid market deterioration. To learn how, register for and attend Tuesday’s webinar.
Discover for yourself if you are retirement ready.o to RetirementTaxCalculator.com register for Tuesday’s no-cost, no-obligation financial educational event by following these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- 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.
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!
www.TheHiddenWealthSolution.com