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In this week’s Hidden Wealth Review, I teach that the number one topic that’s most important to Baby Boomers and retirees is the topic of tax. The harsh reality is that all of this proposed new spending is just the start of higher taxes!

Once this administration starts raising taxes, the higher taxes will not be enough to cover the spending wish list and more tax increases will be needed. Once the new spending begins even more taxes will, of course, be needed and even more tax increases will be proposed!

A lot of people have contacted us, asking what they can do to avoid the tsunami of new taxes that are coming. My answer is that it’s imperative to take action now, before your time runs out to get tax protection done in 2021!

Many people are unaware of how to use strategic Roth conversions and how to strategize and formulate their financial path forward. Other considerations they miss is how to position their income and how to handle capital gains by offsetting them using institutional investing and a special deduction. These are strategies with which our firm and our tax team support regularly. We know the tax risks are real and that they will only become greater.

Imagine, more financial success by learning how to save unnecessary tax. Learn how to legally insulate your income and your assets from the IRS and Uncle Sam and how to protect the assets that you will pass to your children and grandchildren.

Don’t unnecessarily expose your estate. Through the years, we have discovered that a lot of people have their estates unnecessarily exposed to taxes, which are only going to increase going forward. This includes the unnecessary exposure of:

  1. Their IRAs.
  2. Their income.
  3. Their estate.

If you’re someone who’s a high income earner or your selling a highly appreciated asset such as real estate or stocks, the time to learn how to protect yourself from the effects of higher taxes is now. The time to get this done is in 2021.

To be certain, you need to have your plan ready to go in late October or mid-November. Otherwise, there may not be enough time to get it done before the tax laws change.

How Do I Get My Tax Protection Plan Done In 2021?

This year is the most critical year for tax planning that I’ve seen in my 26 year career. It’s imperative that you take action now! Act now so that you don’t have regrets and end up kicking yourself later.

Learn how you can insulate your income and your assets from the IRS. Register for my Wealth Protection and Preservation Webinar right now! This Tuesday, I’ll be teaching these strategies and more. Imagine, more financial success, less tax (to you and your family), more to live and more to leave.

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

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.

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!