Please Click the Video to Watch This Important, Short Message 

tax savings

In this week’s Hidden Wealth Review, I talk about how the time to protect our retirement savings from volatility and to protect our tax-savings planning is in 2021. It is crucial that you get this done in 2021. I preached the message about protecting your money all throughout 2020, based on the uncertainty of the pandemic market collapse and the election outcome. We now live in a very different world under this administration. It happened in a very short span of time and there’s more uncertainty to come.

The Biden administration has changed the country and these changes will carry major costs. The things that we can do to protect ourselves are now left up to us like never before. Bigger government is not going to help retirement security.

This coming Tuesday, at my Wealth Protection Webinar, I will teach that this may be the last year to protect our money from taxes and market volatility. If you’re someone who has saved $500,000 or more in tax-deferred accounts (IRAs, 401(k)s, etc.) you are the tax target and you will pay if you don’t learn how to protect yourself.

The good news is that we’ve already helped many people, early in the new year, to get a jump start on being tax smart. Now is not the time to sit on the sidelines. The time to take action is before the tax rates go up after 2021. The time to get tax and market protection done is right now in 2021. Learn the most strategic solutions and the importance of getting your retirement protection done in 2021!

It’s possible to still save tax and learn how to have market volatility work to your advantage. There are strategies where, when the market drops, you don’t go down with it. You actually benefit more because, as soon as the market begins to rise again, you have no losses that must be regained first. With this strategy, the gains from all prior years are never at risk of being lost!

Many of the portfolios from traditional brokerages that we’ve analyzed show that people are taking way more risk than they realize. They are also getting less returns than they believed. Learn how to simultaneously lower risk while increasing returns with our exclusive Institutional Portfolio Management program. This is critical because you need a very safe distribution percentage when you start taking income from your retirement savings.

When is the best time to protect your retirement & tax savings plan?

For those trying to get to retirement or better through retirement, it’s never too early and it’s never too late. If you are a strong, tax deferred saver in IRAs and 401(k)s and/or you are a high income earner, then the time to get your protection plan for market and tax volatility done is now in 2021.

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

At this event, I will teach you strategies with proven track records of success.

Please note: If you have a net worth of $1,000,000 or more (exclusive of your primary residence’s equity) there are still available, up to 100% tax deductions that our clients use to do tax offsets on their Roth conversions. This allows them to move money from a traditional IRA to a Roth IRA with a net effective tax of zero.

Don’t delay locking in your stock market gains from the last 10 years. Otherwise, you could find yourself giving back years of positive returns without the time to recover. Learn how you can earn higher returns while taking less risk. Imagine, more financial success, less stress, less worry and less volatility. More peace of mind.

President Biden’s tax plans are targeting high income earners as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more, those who have saved $500,000 or more and especially those who have a net worth of over $1 million, benefit the most from our proven solutions.

Let me leave you with one final thought. There are only two paths to choose from, one that enables economic security and the other that entraps you in ongoing economic uncertainty. Don’t regret not getting your retirement protection and tax savings done before the end of 2021.

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!