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tax-free retiree

In this week’s Hidden Wealth Review, I teach that the time to get tax savings done is in 2021. The other side of 2021 is going to be filled with a multitude of new taxes. The federal government is running through trillions of dollars like water running through a hose!

We are still in the middle of a pandemic and there are millions of Americans who are out of work. Meanwhile, the Biden administration is pushing for a $15 an hour minimum wage, which businesses couldn’t afford to pay before the pandemic started. Keep in mind that there are a ton of provisions in these stimulus proposals that support non-U.S. citizens over U.S. citizens. On top of the stimulus, Treasury Secretary, Janet Yellen, said that tax hikes would be necessary to help pay for President Biden’s infrastructure plan that’s expected to be rolled out later this year. This is plan is rumored to also have a $2 trillion price tag.

Many people have shared with me that they know there’s a heavy tax price to pay coming very soon. Baby Boomers and retirees alike have shared they want to do everything they can to keep the government out of their retirement. I want to teach you how you can do this – how to become a tax-free retiree or at least a drastically reduced-taxed retiree.

Washington State is one of nine U.S. states that have no personal income tax. Governor Jay Inslee originally proposed a 9% state capital gains tax. This number has been reduced to a 7% rate (as if an extra 7% is something to be happy about). Our understanding is this proposal is still winding its way through the legislative process. The point is that all levels of government are coming, with both guns blazing, in the effort to find more taxes. I want to teach you how you can legally and strategically avoid unnecessary taxes.

We had a women who is married to a long-time CPA contact us. She said that she believed there must be other things they could be doing in order to pay less tax on their retirement. Her husband, the CPA, told her, “Everyone has to just pay the taxes. You’re just wasting your time!”

Believe me, you are not wasting your time. Don’t surrender and just hand your hard-earned money over to the government. We have saved clients anywhere from $6,000 to $24,000 (or more) per year in unnecessary taxes. You can learn how to do the same. The key to getting tax-savings done is to not procrastinate away 2021.

How can you become a tax-free retiree in 2021?

This coming Tuesday, at my Wealth Protection Webinar, I’ll teach you how you can remove your hard-earned retirement dollars from the tax system. Imagine, 50% to 100% higher spendable retirement income, avoiding or eliminating Required Minimum Distributions (RMDs), not leaving an inheritance tax to your children or grandchildren and even preventing up to 85% of your Social Security from being taxed. Learn how to insulate your income from the IRS and how to prevent making your IRA an IOU to the I.R.S. It may never be more important to get your tax savings done than in 2021!

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

Please note: If you have a net worth of $1,000,000 or more (exclusive of your primary residence’s equity) there are still available, up to 100% tax deductions that our clients use to do tax offsets on their Roth conversions. This allows them to move money from a traditional IRA to a Roth IRA with a net effective tax of zero.

President 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, those who have saved $500,000 or more and especially those who have a net worth of over $1 million, benefit the most from our proven solutions with a track record of measurable success.

Let’s get to work. Imagine more financial success, more money, more time, more peace of mind.

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!