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low tax

In this week’s Hidden Wealth Review,  I teach that those trying to get through retirement or to retirement, who have high savings or high income are the government’s top tax target. This is especially true if you’ve saved money in IRAs, 401(k)s, brokerage accounts or if you own real estate. We have been working with Baby Boomers and retirees now for over two and a half decades. I’ve never seen people more terrified, confused or just frustrated over Washington’s tax war on wealth. It’s key today to learn how you can be a low or no tax retiree because the target is on your back.

Our clients, Don and Katie, are being forced into Required Minimum Distributions (RMD)s this year and this gave them the motivation to learn what they can do to insulate their savings from the IRS. They don’t need or want money from their retirement savings. Their goals were:

  • Keeping their taxable income low and staying under the Medicare penalty income level
  • Protecting their son’s inheritance
  • Converting their IRAs to Roth IRA’s. Their RMD income will force them into higher tax brackets (and cause more inheritance tax to their son)
  • Finding tax favorable investments. Their retail brokerage account is throwing off over $10,000 a year of taxable income. They are taking no money out of these accounts
  • Eliminating the time it takes to manage their money and rental properties
  • Addressing the large capital gains their rental properties will have or will pass to their son with the tax law changes that are being discussed
  • Replacing lost pension income of $65,000 that each of them has, but neither have a survivor benefit. This will create a future income need gap.

As a result, they converted their traditional IRAs to Roth IRAs, using a little-known tax deduction to cover the conversion tax. This keeps them in the lowest possible tax bracket. They offset the large capital gains tax from the sale of the rental real estate that was consuming their time and not providing much of a net return. They were also able to create over twice the income with none of the rental real estate hassle.

They also eliminated their taxed-as-earned retail brokerage account. As a result, they now have less risk and more return (with no unnecessary capital gains tax). Finally, they created a tax-free legacy transfer. This created over five times more inheritance for their son.

How Do I Be A Low tax or no tax retiree?

It’s never too late to get a head start on being tax smart. Learn how to be a low tax or no tax retiree. Tuesday, during my Wealth Protection and Preservation Webinar, I will teach you how to live more and leave more. Imagine, more financial success, less stress, less worry and less tax.

To register for Tuesday’s no-cost, no-obligation, log on and learn financial educational event, simply follow 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!

Joe Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more or those who have saved $1 million or more benefit the most from our proven solutions with a track record of measurable results.

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

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!