In this week’s Hidden Wealth Review, I want to share with you what a client recently told me. He said, “What I really like about The Hidden Wealth Solution™ is that you find the strategies and solutions that other people miss.”

I want to talk with you about the importance of the investigation into asset optimization. Forbes Magazine recently published an article that said the things that would ultimately cure the retirement crisis are:

  1. Getting a definitive retirement plan that encompasses everything,
  2. Making sure this plan is implemented and (most importantly),
  3. Making sure that the plan is properly managed to insure that there is continued investigation into further asset optimization.

That third item is very important because there are always new financial products coming onto the market and there are always new tax laws or regulations taking effect. If you remember just one thing, remember shifting and timing. As we like to say at The Hidden Wealth Solution™, “shift happens.”

Let me give you a few examples of why it’s important to continue to investigate optimizing your assets once your plan is in place. A client was recently very taken back by the fact that they were going to have an earnings provision penalty on their Social Security because they filed before full retirement age. Another client learned that 85% of their Social Security would be taxed because they elected a pension option, as opposed to a “rollover” option. A third client had no idea that, between now and 2022, you can get a 100% tax deduction which can be used to get money out of IRAs with zero tax (for those who qualify). Finally, we had a client who was unaware of a special section of the tax code that allows you to use other people’s money to pay the tax on tax deferred accounts such as 401(k)s and IRAs.

We’ve been helping clients with these types of solutions for years. As the client said, we find the solutions and strategies that other people miss. If you’ve saved $250,000 or more in an IRA or 401(k) and you’re trying to get to or through retirement, in the most effective way possible, you must use investigation for optimization. What you do this year will save you taxes in 2019 and beyond.

This coming Tuesday, I’ll be teaching an introduction on how to use asset optimization to improve your retirement income lifestyle in my Wealth Protection Webinar. This no-cost, no-obligation educational event will teach you how you can use asset optimization to keep more of your retirement dollars for yourself.

To register, go to, enter the required information and submit your registration. Once you’ve registered, you’ll receive an email containing a personal link to join Tuesday’s event.

I encourage you to register now because these events fill quickly. Just for registering and attending, I will gift you an e-copy of my latest book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

NOTE: This is a log-on and learn webinar, not a live workshop. You will need a laptop or PC to join. It is strongly suggested that you NOT use an iPad or hand held device for this event. Our proven retirement and financial solutions are best for; people positioning themselves for retirement or who want to navigate better to or through their retirement. People who have saved $200,000 or more for retirement. People who are wanting to determine if they are maximizing and optimizing their retirement planning. Boomers who want to pay the least amount of taxes on income, reduce or eliminate tax on their Social Security and create a sustainable, increasing, lifetime income for both spouses.

-Spouses are encouraged to attend this event together-

Or Call

(855) No Tax 2 U

(855) 668-2928

Here’s to your Hidden Wealth,

Chuck Oliver
Best-Selling Author