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tax loopholes

After watching the first Republican presidential debate, there’s no debating that we are facing what I call the two capital “Ts” – Tax Trouble. It was clear the other night that politicians are planning on spending even more of our money like a bunch of drunken sailors. There was no mention of taxes during the GOP debate. The reality of this is that taxes are going to go up in order to pay for the spending spree that will come from either party.

Overlooking taxes is one of the biggest mistakes that retirees make. Failing to take full consideration of the impact of taxes in retirement can derail your retirement lifestyle. As I’ve stated many times, if your retirement planning doesn’t first consider taxes, everything that follows will be inferior. Let me ask you a question, is the retirement plan that got you to where you are now the best plan to get you to where you want to be?

Click Here to learn how Don and Vicki were able to accomplish, using two top tax loopholes, to eliminate the IRA tax danger to themselves and to prevent their son from inheriting a tax nightmare, as well.

Don and Vicki are in their early seventies. Both are retired and they are now facing required Minimum Distributions (RMDs). The have sizable IRAs and they were concerned about the taxes to them and the taxes that they would pass on to their son.

Don and Vicki both have very strong pensions and Social Security income. They don’t need the money from their IRAs, but the government is going to force them to take RMDs. Their RMDs will create higher taxes for them. Because they will leave the bulk of their savings to their son, this will create an enormous tax burden for him, as well.

The government keeps changing the rules regarding IRAs and inherited IRAs. This makes it difficult for taxpayers to hit a moving tax target. The solution is to rid yourself of traditional IRAs!

Simply doing what the IRS requires will prevent you from being hit with penalties. However, proper planning could reduce the lifetime tax payments for yourself and your family!

Don and Vicki learned a strategy called the rich man’s Roth. I’ll be teaching this strategy and more at this coming Tuesday’s Tax Protecting Your Retirement webinar. This solution provides a way for them to preserve their assets and, most importantly, to un-tax themselves so that they become tax-free retirees. The best part of this solution is that it’s projected to leave over ten times more wealth for their son (over a normal expected lifetime). Best of all, he will receive this money, tax-free!

This solution also features no downside market deterioration, no limit to upside market opportunity and it has a track record of out-performing the market. In addition, there’s no tax to you or your heirs and no RMDs. This solution is one of the top tax loopholes that our clients have used successfully for over 25 years. I’ll be teaching this and more next Tuesday.

Don and Vicki also learned another, little known tax loophole that currently provides an up to 100% tax deduction that can enable qualified clients with large IRAs to offset Roth conversion taxes. Don and Vicki can use this loophole to retire their RMDs altogether.


The government keeps changing the rules on IRAs in ways that disadvantage strong savers. In order to retain the advantage for yourself, you must look for other solutions.

At this coming Tuesday’s Tax Protecting Your Retirement webinarI’ll be teaching a little-known energy deduction that provides an up to 100% tax deduction. This deduction can be used to offset taxes in other areas such as Roth conversions and capital gains.

You’ve worked hard for your money! Learn how you can engineer tax-free family wealth for you, your children and your grandchildren. Discover how to protect yourself and your family from Washington’s war on your wealth. I will be teaching you how to do this at Tuesday’s webinar.

Consider this question again, is the plan that got you to where you are now still the best plan to get you to and through where you want to go? Learn how to create a retirement that avoids Washington’s war on your wealth!

To see the retirement tax bill the government has waiting for you, go to, enter the required information and click “See My Bill.” Then, register for Tuesday’s no-cost, no-obligation financial educational webinar, by simply 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!

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.

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!