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new tax

In this week’s Hidden Wealth Review, I teach about protecting your serious retirement savings from socialists. Just this past week, two new taxes were revealed!

The first of these new taxes is a change to the capital gains tax rate. For certain income levels, this tax will be retroactive back to April 28th! The second change is the repeal of the step up in basis tax treatment. This is the 100th anniversary of having the step up in basis in our tax code. This change would require the taxes on highly appreciated, inherited or gifted assets to be paid, regardless of whether or not you actually sold the asset!

Our clients, Debbie and Mark, are in their sixties. They were looking for serious tax savings opportunities. However, they were unaware of the tax risk of the retirement road on which they were traveling. They have owned an apartment complex for over 20 years and were on the verge of selling the property. They also had $200,000 trapped in IRAs and 401(k)s.

Before any of the tax rate increases, they were looking at around a $600,000 tax liability. They were shocked by the possibility that tax rates could be made retroactive. This change would hike their capital gains tax rate from 24% to 44%!

But, they learned that there are things they can do to avoid unnecessary taxes. They learned how to offset the majority of their capital gains tax exposure. Additionally, they were able to convert all of their traditional IRAs to Roth IRAs with zero tax! This eliminated the threat of higher capital gains taxes as well as getting rid of the future higher tax risk that would have been created by their Required Minimum Distributions (RMDs).

We then showed them how they could create a personal pension account that has no direct stock market risk. This account has a fixed, 7% rate of return with no fees. This account will generate $14,000 a year in tax-free income.

What Can I Do To Protect My Retirement From The New Tax Surprises Announced?

Depending on an individual taxpayer’s specific circumstances, significant tax savings may be achieved by anticipating the expected changes and taking steps now to leverage the current tax provisions and rates. What I’m discussing here is only a fraction of the tax changes expected to be enacted this fall. The time to get your tax-savings done is in 2021!

Learn how to insulate yourself from unnecessary taxes. To register for this no-cost, no-obligation, log on and learn financial event, 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.

You’ve worked hard for your money. Imagine, less worry, less stress and less tax. Enjoy freedom from the worry of losing your serious retirement savings to socialism. Learn how to protect it, grow it and keep it.

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!