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retirement risk

Here’s the problem – legislative retirement tax risk. I want to urgently share a white paper that explains these future tax risks. The timing and shifting of our assets for income and legacy are in jeopardy! First, be sure you discover the retirement tax risk road you are traveling. Go to for a no-cost, no obligation projection of what your taxes will be. Click here to download a copy of this white paperwhich explores the ways decisions made in Washington could impact the success of your retirement approach.

This is important because Congress has been busy debating and passing new tax and spending packages. As part of Joe Biden’s Build Back Better agenda, these packages authorize additional money to fund new deficit spending. These bills include a multitude of new and expanded tax proposals for individuals and corporations.

Click Here to learn how our clients, Keith and Betsy discovered their tax risk road and how they were able to eliminate unnecessary taxes from their retirement equation.

We met with Keith and Betsy this past week. They will be retiring in just a few years and they came to us to get a head start on being retirement tax smart. They had saved about $780,000, all of it in tax-deferred vehicles such as IRAs and 401(k)s.

Unfortunately, the current crop of tax and spending provisions dramatically increases the legislative risk associated with tax-deferred savings vehicles. Keith and Betsy were shocked when projected their total retirement tax bill to be over $1 million (if taxes don’t increase). Amazingly, their total retirement taxes will be greater than the actual amount they have saved for retirement.

It seems that Congress has shifted from incentivizing Americans to save for retirement to penalizing those who have successfully saved. We see the impact of these penalties on the people we meet with in our practice regularly.

Whether you’re someone who’s trying to get to retirement or someone who’s trying to get better through retirement, you need to be aware that there is a shifting of assets that needs to happen as you transition from the accumulation phase of retirement to the distribution phase. The focus and many of the rules are different for each phase. The risk of exposure to unnecessary taxes is far greater in the distribution phase than it is the accumulation phase.

We taught Keith and Betsy how to eliminate unnecessary taxes in retirement using proven solutions with track records of measurable results. We taught them that diversifying the tax status of retirement assets is as important as diversifying other areas of your retirement approach. I will be teaching these solutions at this Tuesday’s Tax Protecting Your Retirement Webinar.


Tax diversification in the distribution phase is as important to the success of your retirement approach as asset and income diversification are in the accumulation phase. Placing retirement funds in tax-free accounts better protects you from the risk of rising taxes in the future and the legislative risk of any bills that Congress might pass in the future.

Imagine, more financial success and eliminating taxation by removing your retirement savings from the tax system. Don’t let your IRA be an IOU to the IRS!

To learn your tax risk road, go to, enter the required information and click “See My Bill.” Then, register for Tuesday’s no-cost, no-obligation event by simply following 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! At this Tuesday’s webinarI will teach you solutions that will allow you to remove your retirement savings from the tax system. The sooner you address the issue, the less tax you will have to pay. Let’s get to work!
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.

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!