Please Click the Video to Watch This Important, Short Message 


In this week’s Hidden Wealth Review, Baby Boomers and retirees now is the time to learn how to protect your retirement from R.I.S.K. R.I.S.K. is an acronym from my upcoming book. It stands for:

  • Retirement
  • Investing
  • Strategy
  • Knowledge

This means learning the strategies around how to invest to protect yourself from higher taxes and retirement account changes. Knowledge is power and knowledge is the key to having the most optimal retirement possible.

In writing books on financial planning and in working with Baby Boomers and retirees for over two decades, I’ve discovered that the biggest traps and pitfalls can be avoided in order to save retirees from retirement risk. Regardless of whether you’re trying to get to retirement or better through retirement, Retirement Investing Strategy Knowledge is essential.

Our clients, Sam and Leanne, wanted to move from the “blue” state in which they were living, to a state that has no state income tax so they could retire with less income tax. They had previously met with another financial group and their plan had Sam working until he was 75, which was unacceptable to him.

Because they had saved most of their retirement in tax-deferred accounts such as 401(k)s and IRAs, their biggest fear was taxes. We taught them about a little-known tax deduction and another strategy to help Leanne with an inherited IRA distribution. They used the tax deduction strategy to help them avoid paying the taxes due on her inherited IRA and the taxes on his Roth conversion from their own pocket. We also created a tax-free, lifetime income. This solution avoids income taxes on the federal and state level, it doesn’t tax Social Security or Medicare and it allows their savings to be inherited without taxes.

Their solution also has the advantage of having upside market participation without suffering downside losses. This way, if the market tumbles, their savings don’t take a loss. This particular account is up over 8%, year-to-date. Over the last two years it’s averaged over 12%.

In addition, we were able to help them use what we call, “The Roth Alternative.” I will be teaching about this in next Tuesday’s Wealth Protection Webinar. We used some of their savings that they have as cash flow and placed it in an account that’s tax-deferred, but gives them tax-free access to the money. The money in this account also passes to their heirs, tax-free.


You’ve worked hard for your money, let’s get to work protecting it! Register for my Wealth Protection and Preservation Webinar being held this Tuesday, I’ll be teaching how your can remove R.I.S.K. from your retirement.

During this webinar, I’ll share powerful insights such as:

  • Little understood strategies for reducing taxes in retirement
  • How to protect yourself from the dangers of increasing taxes and market volatility
  • How to cut through the complexity of financial options to make simple, smart decisions
  • How to reduce unnecessary taxes on your IRA or 401(k)
  • How to capture stock market gains without adding any market risk to your portfolio
  • Why safety, liquidity and rate of return are critical filters for prudent financial instruments

Imagine, more financial success, less worry, less tax (to you and your family) and more income without the volatility.

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

Joe Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more or those who have saved $1 million or more benefit the most from our proven solutions with a track record of measurable results.

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!