Please Click the Video to Watch This Important, Short Message 

In this week’s Hidden Wealth Reviews, I pose a couple of questions:

  • Do you feel a lack of knowing how to best save taxes?
  • Do you know how much taxes will impact your wealth?

If these questions trouble you, don’t feel alone. Baby Boomers and retirees from all over the country meet with us, wanting to save the maximum amount of taxes for themselves and their families. That’s because we use simple (but ingenious) solutions that save our clients hundreds of thousands of dollars in unnecessary taxes. These unique strategies help you to prepare, prevent and protect, which is how we approach things in our practice.

Our proven, strategic solutions save our clients and their families hundreds of thousands of dollars in unnecessary taxes. I know it sounds crazy, so let me teach you how you can do this. To learn how, register for this coming Tuesday’s Tax Protecting Your Retirement webinar.

Many people meet with us because they are in or nearing retirement and they are still in accumulation phase retirement plans. They have been placed there by big box store brokerages. However, they realize that it’s not what you make that counts, it’s what you keep.

Click Here to read two client examples of preparing, preventing and protecting.

Todd is from Illinois. He is in his mid-fifties and he is still working. Todd had saved $1 million in tax-deferred accounts. Todd went to and learned, in 30 seconds, that his projected retirement tax bill was $1.5 million (at today’s tax rates). Imagine, working hard to save $1 million for retirement and then discovering the taxes will be $1.5 million (or likely more).

Once Todd learned his tax risk road, he gained insights into a variety of solutions by registering for and attending our webinar at RetirementProtected.comTodd then implemented a custom wealth preservation plan for his family.

Kevin, from Florida, is retired and in his sixties. He discovered the enormity of his tax exposure and then used a combination of tax planning solutions to create a $300,000, first year income tax deduction which allowed him to Roth convert $300,000 from his traditional IRA to a Roth IRA, which cost him zero in taxes.

One of the solutions Kevin used with our strategic tax team provided him with tax-free income. He can re-use this strategy again and rid himself of all his traditional IRAs by moving all his money to Roth IRAs, with zero taxes owed!

This solution protects himself and his wife from taxes on their retirement income as well as preventing $20,000 per year in unnecessary Social Security taxes! Kevin’s favorite part is protecting their children and grandchildren from any inherited Required Minimum Distributions from their inheritance. He did all this and paid zero taxes in doing so!

How Big is Your Retirement Tax Bill?


Learn what you can do that’s specific to you. Remove yourself from Washington’s war on wealth by removing your retirement income and assets from the tax system.

Learn how to prepare, prevent and protect. Go to and learn, in 30 seconds, how much tax exposure you have. Then, register for Tuesday’s no-cost, no-obligation financial educational event by 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!

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!