Recession-Proof Your Retirement!

In this week’s Hidden Wealth Reviews, I ask the question, are you concerned by the selected, not elected, Harris/Walz presidential campaign? If not, then you should be. The slowing of our economy to a new three-year low and the non-stop government spending now has our deficit on its way to $36 trillion. At this level of debt, we are not far off from the point where 100% of every tax dollar collected will be needed to just cover the interest on our debt!

Savers are surprised when they discover that today’s government spending, interest rate hikes and the general state of the economy will have a big impact on retirement savings. These factors will also limit the decisions they can make before the rules get changed again.

The August employment numbers were just released this past week and, the reported slowing of the economy, which many people were hoping would cause the Federal Reserve to drop interest rates, actually caused the S&P index to lose almost four percent in just a single afternoon. This is why you must recession-proof your retirement! I want to give you solutions that can do this for you. You should act quickly because our currently “warm” economy will get cold really fast should the Harris/Walz ticket win in November.

The Fed was too slow to act when it needed to put the brakes on the economy. Now, the Fed is being too slow to start the recovery. As a result, the market is slowing.

In the midst of all this turmoil, the one thing you are able to control in this economy is taxes. I encourage you to do what one of our newest clients did. They went to TaxesSaved.com and scheduled a time to meet with us to learn what they could do about their taxes. This is critical right now because Kamala Harris has said that she was going to try and cut off the Trump-era Tax Cuts and Jobs Act (TCJA) early, instead of simply letting it expire at the end of 2025.

When the TCJA is no more, everyone’s taxes will go up. The standard deduction will be cut in half and the marginal tax brackets will increase by three to four percent. Kamala Harris has also proposed increasing the capital gains tax rate and placing a new tax on unrealized capital gains.

I’m sharing a white paper to help you separate fact from fiction. The paper is titled, Congressional Spending & The Impact to Savers. Click here to download a copy of the white paper. This white paper explores the ways that decisions made in Washington could impact YOUR retirement regarding taxes to you and to your family. In this white paper, you’ll read insights from a former White House and Capitol Hill insider on the challenges ahead and how you can address them. No one wants to pay more taxes than necessary, but many savers don’t fully understand the impact that taxes can have on their retirement funds.

Many people tell me that this white paper is an eye-opening discussion on this important retirement risk. Once you’ve read it, click here to schedule a brief call. We can discuss any question or concerns you have about taxes in retirement and the best strategies to avoid rule changes and higher taxes.

Learn How To Recession-Proof Your Retirement

If you’re a high-income earner and you want to learn how to cut your taxes, please go to TaxesSaved.com and set a time to meet with us to learn strategies such as the one our new client I mentioned earlier did. Using just one strategy, the client was able to recover $97,000 of unnecessary taxes from 2023. They were also able to prevent over $100,000 of projected taxes for 2024!

Imagine saving almost $200,000 in taxes by simply going to TaxesSaved.com and requesting a time to meet with us. This total savings amount was accomplished by using just two tax-savings strategies. We have a total of almost 100 of these CPA-approved strategies on our tax savings platform.

If you’re a high-income earner or a strong saver in tax-deferred accounts such as 401(k)s and IRAs, now is the time to act! Learn how to remove your income and savings from Washington’s war on wealth. We know what we know today, but we don’t know how the world will change after the November election.

I want to make you aware that we only take on new tax clients through the end of the third quarter. Our available meeting times are filling up quickly so, if you’re serious about saving taxes this year, now is your time to act!

Remember, this is not just about the increasing tax rates. It’s also about the ability to get your income and assets out of the tax system. The tax rates are increasing and the rules may change so that Roth conversions are no longer allowed. To learn your risks and your solutions, download the whitepaper and then go to TaxesSaved.com to schedule a time to learn how you can recession-proof your retirement.

Note: We serve Baby 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!
www.TheHiddenWealthSolution.com