In this week’s Hidden Wealth Review, I teach that it’s tax time again! We have a tax practice that shows our clients how to proactively save on taxes, which are the biggest retirement expense and threat.
Let me ask you a question. Are you looking for someone who just completes and files the right tax forms for you and records your financial history or are you looking for someone who can interpret the data so that you pay the least amount of legally required tax? If you’re like me, you want someone to show you how to legally, ethically and morally pay the lowest tax. Someone who will help you write your financial history, rather than just record it.
This past week, we met with Ed and Jenny and showed them how to completely eliminate a sizable, unnecessary capital gain by using the tax code itself to eliminate their exposure. We placed them into a safe and secure strategy that will more than double their retirement income in under four years.
They were able to do this without taking any market risk. They will now enjoy upside market gains but they will never suffer a loss when the market drops or crashes. We teach clients how to use non-correlated to the market retirement tools to safeguard them against market losses. This, in addition to addressing and eliminating the unnecessary taxes they are paying, is how our clients can so quickly double their expected retirement income.
I shared recently how one client related their experience with other advisors when they asked how to best handle their tax situation. Amazingly, these advisors responded that “Taxes are just part of the equation.” Our philosophy is that taxes will be part of the equation only if you allow them to be a part of it. Taxes can just as easily be eliminated from the equation as they can be allowed to be included in the equation.
Let me teach you an introduction to how you can protect your retirement savings and income from unnecessary taxes. This coming Tuesday, I will be teaching my Retirement Protection Webinar. This log on and learn event will teach you how to avoid unnecessary taxes and stock market losses. Let me teach you how you can be a tax-free retiree!
To register for this no-cost, no-obligation educational event, simply go to www.RetirementProtected.com, 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. These events fill quickly so hurry and register. Just for registering and attending, I will gift you an e-copy of my book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.
-Spouses are encouraged to attend this event together-
Or Call
(855) No Tax 2 U
Here’s to your Hidden Wealth,
Chuck Oliver
Best-Selling Author