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In this week’s Hidden Wealth Review, I teach about the importance of a mid-year tax-savings and market protection makeover. Tax protection is the number one request we receive from Baby Boomers and retirees.
Click Here to learn about some of our clients' concerns and to discover how they were able to successfully avoid the dangers to their retirement.
Ron and Mary are from Orlando. Our other client, also named Mary, is from Denver. They were all concerned about the market and the tax load that they were carrying.
Ron was staring at Required Minimum Distributions (RMDs) starting next year. Because he saved diligently for retirement in tax-deferred accounts, he’s facing a significant tax liability. Ron’s still working because he enjoys what he does. However, his earned income, when combined with his RMDs, would push him into a much higher tax bracket.
Ron learned how to eliminate their unnecessary taxes, increase their returns, lower their risk and cut their costs. We helped them Roth convert $200,000 of his traditional IRAs with no out-of-pocket tax! They now have a 4% higher net return average. Over the next 10 years, that translates into four times more money. They did all this just by learning how to discover and uncover their hidden wealth!
Our other client Mary, from Colorado, is her her early sixties. The bulk of her retirement money was also saved in the ticking tax time bombs officially known as 401(k)s and IRAs. She wanted to learn how to keep her money safe from the market and from Uncle Sam. Mary’s fear was that new taxes created by the Biden administration would cause her to run of of money in retirement.
Mary learned how to have upside market gains without downside losses. She cut her risk, improved her returns and got her money of of retail mutual funds. Finally, she did an in-service distribution of her 401(k), so that she now has control over that money, even while she still works for the employer.
Take the time to discover and uncover your own hidden wealth. Don’t buy into Biden’s bogus promises that are intended to turn us into an entitlement dependent country. Having over 50% of the U.S. population on some type of entitlement program is nothing more than good old-fashioned vote buying. The worst part of it is that you and I are going to get stuck with the bill for all of this free stuff. Learn how you can remain financially independent.
I want to teach you how your can avoid getting stuck with the bill for all of the free stuff that’s being promised. Let me teach you how to insulate your income and your assets from the IRS. Learn how you can protect your money from the market. Learn how to reduce your risk and increase your returns. I’ll teach on diversified allocations into vehicles with only upside gains and no downside losses. I’ll also be teaching how you can invest in vehicles with no direct stock market correlation and a track record of double digit, annual compounding returns.
I’ll teach you how to have financial independence, not entitlement dependence. Discover the significance of getting your tax savings planning done with a mid-year tax-savings and market protection makeover in 2021.
How Do I Protect My Retirement From The Biden Tax Hikes?
Take the first step towards getting your own mid-year retirement money makeover. Register for my no-cost, no-obligation, log on and learn financial educational event. To register for this coming Tuesday’s, Wealth Protection and Preservation Webinar, simply follow these four simple steps:
- 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!
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.
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.
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!