Please Click the Video to Watch This Important, Short Message 

tax system

In this week’s Hidden Wealth Reviews, I teach how you and your family can learn how to opt out of the tax system. In a period when most people lost 20% to 25%, our clients were able to use a 100% tax deduction to lower their taxes and earn a targeted double digit yield of over 18% tax-free.

I want to teach you how to avoid the market traps and the tax traps. These are the two greatest threats that are impacting clients from across the country who have saved large amounts of their retirement savings in tax-deferred IRAs and 401(k)s. This Tuesday, at my Wealth Protection WebinarI will teach you how to reduce or even eliminate taxes on your retirement and what you can do to protect your hard-earned savings from stock market losses.

Many people have contacted us, looking for direction in saving taxes and avoiding market loses. Some interesting developments over the past couple of weeks have prompted these calls.

For starters, The Fed raised interest rates by only a quarter percent. This sent the stock market into a rally. Just a few days later, the employment report was announced. The U.S. added 517,000 jobs and the unemployment rate dropped to a 53 year low of 3.4%, despite widespread layoffs. This sent the market down.

The Fed says its rate hikes are curbing inflation. Over half of every dollar now in circulation was printed between 2020 and 2021. That’s due to the $10 trillion of stimulus that was pumped into the economy. Because of this, inflation is going to be here for a while and it’s robbing us of our wealth. Years of sacrifice and toil to save for retirement — stolen by inflation. The only way to pay for this type of spending is higher taxes.

All this inflation causes the cost for goods and services to increase which, in turn, effects taxes and the market. Corporate quarterly earnings have disappointed Wall Street, reflecting less growth due to higher costs to operate. This has caused the markets to fall. We know that people are hurting. Credit card debt is at an all-time high and savings is at an all-time low. But you don’t have to be a victim.

The CIO of Morgan Stanley has said that he believes there will be a further erosion in earnings, with the gap between their model and the forward estimates as wide as it’s ever been. He went on to say that the last two times their model was this far below the consensus, the S&P 500 Index fell by 34% and 49%, respectively. Can you afford to lose a third or one half of your savings?

The Gross Domestic Product (GDP) report shows that real disposable income fell over $1 trillion in 2022. This is the largest percentage drop in real disposable income since 1932, the worst year of the Great Depression. As consumers continue burning through their cash reserves and borrowing costs rise, the growth in consumer spending will keep slowing. Since consumer spending accounts for roughly two-thirds of the GDP, this doesn’t bode well for the future of our economy.

Click Here to discover how you can learn about common sense solutions to avoid the current market trap and to opt yourself out of the tax system.

One strategy our clients use to reduce their taxes and offset Roth conversion taxes provides an up to 100% tax deduction that goes against your adjusted gross income. Quite a number of our clients have taken advantage of this strategy.

Who benefits the most from this strategy are those who are strong savers in tax-deferred accounts such as 401(k)s and IRAs. This unique solution works whether you are:

  • Still working and contributing to your accounts
  • Retired and now taking income distributions from your accounts
  • Subject to Required Minimum Distributions (RMDs) from your accounts

Converting your traditional IRA to a Roth IRA to get your money out of the tax system will increase your taxable income. However, a little used or understood deduction helps to offset taxes (with the right strategy) on the amount that you Roth converted. This strategy not only stayed ahead of inflation, it returned over 18% last year, tax-free! This strategy is not only an inflation hedge, it combines a strong tax deduction with a strong return. Imagine, un-taxing your savings to eliminate your own taxes, creating tax-free income and un-taxing your retirement accounts for your children and grandchildren.

Our clients who use this strategy not only made money last year, but they also got a major tax deduction. Because they did all this while their account values were down, they were able to reposition their savings and make up for lost time and lost money. They earned a double digit return, diversified outside the direct stock market (avoiding a sizable percentage loss) plus they got a tax deduction.


You’ve worked hard for your money, don’t follow the crowd! Register now for Tuesday’s Wealth Protection Webinar and learn how to opt out of the tax system forever and avoid the tax and market traps!

To register for Tuesday’s no-cost, no-obligation 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!

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!