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legal tax avoidance
In this week’s Hidden Wealth Reviews, I teach tax independence through legal tax avoidance. In reflecting back to the meaning of Independence Day in 1776, I discovered a 2016 article by John Olson. He wrote that one of the driving forces of independence was freedom from taxes. In the article, he compares taxes then and taxes now.
Click Here to discover how a client couple learned to save taxes, hedge against inflation and live the retirement lifestyle they desired.
I want to teach you about Steve and Denise. Denise is approaching her Required Minimum Distribution (RMD) age. Like several other clients we met with last week, their goals were simple:
- Retire comfortably
- Get out of the market before it collapses from the weight of Bidenomics
- Tax avoidance
- Roth conversions
- Market crash protection
- Safe, guaranteed income
Steve and Denise had someone doing their taxes but they didn’t have anyone saving them taxes. They’ve learned that there’s a difference between those who tell you how much you owe and those who teach you how much less you have to pay. It’s important to remember that good financial planning starts with the taxes; those taxes that we have now and those that are coming. If you don’t get the taxes right everything else in your plan will be inferior.
We taught Steve and Denise how to do legal tax avoidance. Now they have gained their tax independence! We showed them how, using a little-known tax deduction that’s been in the tax code since 1913, they could offset the taxes that would normally be due on converting their traditional IRAs to Roth IRAs.
The solution we taught them removed their retirement savings from the tax system. In doing so, they have eliminated their RMDs. Their money is more securely positioned for the least risk and most return using positions of which most people are unaware. One is a safe-savings vehicle where their savings grows safely, gaining when the market gains but never suffering from downside market losses. Their money grows tax-free, it can be withdrawn and used tax-free and it can pass to their children and grandchildren, tax-free. Now they will enjoy tax-free, guaranteed income that they can never outlive.
You can do the same. Join me this Wednesday for my special Removing Taxes from Retirement Wednesday Webinar. Let me teach you how you can become tax independent.
LEARN MORE ABOUT TAX INDEPENDENCE THROUGH LEGAL TAX AVOIDANCE
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- 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.