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Let me ask you a question. Do you have a retirement plan that fully addresses the risk of taxes in retirement? Does your plan reduce or eliminate all retirement related taxes?

I’m excited to share with you that our clients have a Saving Tax Optimization Plan and they are saving an average of over $12,000 or more per year of unnecessary tax. This generates more money to enable Baby Boomers to retire sooner or for those who are already retired, to have more retirement income.

Our clients are are legally, morally and ethically reducing their taxes by:

  • Eliminating the IRS from their IRAs,
  • Reducing or eliminating Required Minimum Distributions (RMDs) and
  • Preventing their children or grandchildren from inheriting a major tax hit.

It all starts with a plan but, you must first understand the retirement tax risk road on which you’re traveling. If you’re trying to get to retirement, it’s much better to eliminate those taxes now. If you’re already in retirement, it’s not too late, you can still get rid of unnecessary taxes.

I want to take a moment to talk about one of our clients, Donna. Donna is a 67 year old single woman from Tampa, Florida. She was very anxious about saving taxes and getting her IRAs converted. She’s concerned about how the RMDs are going to affect her income and taxes on her Social Security. When she first came to us, her RMDs were going to cause 85% of her Social Security to be taxed.

Her previous financial advisor had never talked to her about taxes in retirement. When she went to her CPA and asked for his advice, he replied, “taxes are just part of the equation.” At The Hidden Wealth Solution, we know that removing taxes from the equation is just as easy as you being stuck with them in the equation. Imagine, real fact-based solutions with proven tack records of measurable results. Solutions where you’re in control.

Donna learned how to reduce her marginal tax bracket to the lowest level and how to prevent 85% of her Social Security from being taxed. Using the common sense solution we taught her, Donna was able to save $1,000 a month that she would have otherwise given to the government in taxes. She was also able to keep her marginal tax rate from climbing higher due to increased retirement account withdrawals to replace her Social Security income that was lost to taxes. This last point is critical because, once Donald Trump is no longer in office, taxes will go higher and will now need to go even higher to pay for the coronavirus stimulus. The time to save taxes on your money is in 2020!

To learn how much tax you will pay as well as how much tax that you can save, go to and request a Saving Tax Optimization Plan (S.T.O.P.) Analysis. Learn the tax risk road on which you’re traveling and how to re-route to protect your retirement from unnecessary taxes. Create your own economic recovery by keeping your own money in your pocket, instead of giving it away to the government. Get Uncle Sam out of your money in 2020!

When requesting your S.T.O.P. Analysis, please be specific as to the exact day and time that you wish to be contacted. Please be sure to give your best telephone number where you can be reached on the specific day and time given.

When you request a S.T.O.P. Analysis, you will receive my newly released guide, Retirement and Your Taxes, How to Get the IRS Out of Your IRAs and Remove Uncle Sam from Your Children’s Inheritance. This guide covers the Tax Cut and Jobs Act’s impact to you and your retirement as well as the effect of the SECURE Act on your children and grandchildren’s inheritance.

This is not a time to sit on the sidelines, it’s a time to create your own economic stimulus. I also want to caution you about doing a traditional Roth conversion. There are a number of ways to do a Roth conversion. The key is to make sure you’re doing it in the way that best serves your personal planning situation. You’ve worked hard for your money, we’ll work even harder to to help you protect it.

Let me leave you with one final thought. Prevent your IRAs from becoming an IOU to the IRS. We may never have a window of tax-savings opportunity like we have in 2020. Let’s get to work!

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.

Charles 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!