The One Big Money Move That Sets Rich Americans Apart

In this week’s Hidden Wealth Reviews, I teach about the one big money move that sets rich Americans apart. But first, I want to give you the good news that our economy grew well beyond projections in the second quarter of the year. About a week ago, Federal Reserve Chair, Jerome Powell, indirectly admitted that the tariffs were not creating inflation turmoil. He also hinted that there will be a rate drop in the coming month. This has moved the economy in the right direction.

Although the economy grew stronger than expected, behind this optimism is a sobering reality:

• Deficit spending last year was $1.7 trillion
• By 2035, deficit spending is projected to double to $3.4 trillion.
• Over the next decade, Washington is set to spend $88 trillion, while bringing in only $65 trillion.
• That leaves a $23 trillion gap (about $2 trillion per year).

The one big money move that sets rich Americans retirees apart isn’t chasing returns or hoping tax rates stay low, it’s having a written, proactive tax plan. Retirement can be devastating without one, because the cost of waiting to do something about your taxes in retirement is enormous.

Treasury Secretary, Scott Bessent, recently posted that he projects tariffs will generate anywhere from $500 million to $10 trillion per year! This is a great sign that the economy is going to climb upwards. This is why timing and technique matter. If you want to have a plan to get your money out of the tax system before the economy begins to take off and save taxes at the same time, go to TaxesSaved.com and request your Saving Tax Optimization Plan (S.T.O.P.). You should do this now and get the process started because, as I’ve said, the cost of waiting is enormous (to both you and your family).

The most successful tax-savings clients act early. They move their money out of the tax system while the window is still open. They don’t leave it up to chance or to Washington. They use timing and technique to get it right.

At TaxesSaved.com, you’ll see how this works in real life through case studies and step-by-step strategies. You’ll also receive a copy of The New Holistic Retirement. Pages 49–86 of this book are focused on the exact tax legislative risks we all face and the solutions to avoid them.

See Others Use The Money Move To Reduce Their Taxes

Here are a couple of examples of how a written, proactive plan can make a difference for you and your family:

Steve, Age 50

• $1 million saved in 401(k)s and IRAs.
• Didn’t know he could roll over his 401(k), tax-free, while still working and under age 59½.
• Without action, that $1 million will cost him and his family $5.4 million in lifetime taxes.
• With a plan, he’s Roth converting now and successfully avoiding the tax bomb.

Frank, Age 62

• He and his wife saved $1 million.
• Without planning, they’d pay more than double their savings in lifetime taxes to $2.3 million.
• With a plan, they Roth converted without triggering taxes on Medicare, Social Security or federal/state income.

Steve and Frank both learned a couple of lessons:

1. The cost of waiting is the most expensive tax of all.
2. It’s not just about them. This is about their families.

You see, without a written, proactive tax plan your children can inherit millions of dollars in unnecessary tax liability. With planning, you can live more today and leave more tomorrow. One couple we worked with converted $1 million from an IRA to a Roth, without adding a dime in new taxes! That’s the difference a plan makes.

The Steps to Request Your Saving Tax Optimization Plan (S.T.O.P.) Analysis:

1. Visit TaxesSaved.com – Review the insightful case study webinar that shares two impactful client case studies showing how to save thousands of dollars in taxes.
2. Request your S.T.O.P. Analysis – Saving Tax Optimization Plan.
3. Select a Date and Time – Be specific! Choose a date and time to speak with us so we can assess your tax-saving opportunities.
4. Show Up and Learn Your Tax Risk – We’ll guide you step-by-step through exactly what to do to stop overpaying the IRS and start protecting your savings.

You’ve worked hard for your money. Don’t let Washington take more than its fair share and don’t leave your children with a tax bill that could have been prevented!

Go to TaxesSaved.com today, watch the short webinar and request your personalized S.T.O.P. Analysis. Don’t give Uncle Sam a raise he doesn’t deserve; take back control today!

Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as we 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!
www.TheHiddenWealthSolution.com