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remove your wealth

In this week’s Hidden Wealth Reviews, I share the importance of removing your wealth from Washington. Last week, I shared the legislative risk to retirement savings. To demonstrate the impact of taxes and legislative risk, I have created a special calculator to help you discover the tax risk road you are traveling.

See your retirement tax bill in under 30 seconds! Go now to use our retirement tax calculator, at After the calculator has shown you what is probably the best case scenario for your retirement taxes, you can go to to register for Tuesday’s no-cost, no-obligation, Removing Your Retirement from Taxes webinar.

The Retirement Tax Calculator will show you:

  1. The tax impact of Required Minimum Distributions (RMDs).
  2. What the tax on re-investing your RMDs will cost.
  3. The tax cost to your children and grandchildren when they inherit the remainder of your IRA.

But there are things you can do to remove your retirement savings from the tax system so you can avoid unnecessary taxes in retirement and eliminate inheritance taxes. I’ll be teaching these strategies and more at Tuesday’s webinar.

If you’re a strong saver in IRAs and 401(k)s, you are Washington’s prime tax target. Due to some of the proposals that are being kicked around Washington, it’s not a good idea to leave yourself exposed to future taxes.

For example, there is currently a proposal for an unlimited age RMD. Under this rule, you can, at any age, be forced to withdraw 50% of what the government calls “excess savings.” There is also a proposal to create a maximum limit on how much can be saved in a tax-deferred account. Perhaps the most frightening proposal coming out of Washington is the elimination of the ability to convert a traditional IRA to a Roth IRA.

Click Here to learn how our client, Scott, from Illinois, discovered how to remove his wealth from Washington using unique strategies that I will be teach this Tuesday.

Scott was an interesting case because his issue was with inherited IRAs. He had inherited almost $500,000 in IRAs from family members. This was money that Scott, who has saved well on his own and is still working into seventies, didn’t really need. Washington is forcing Scott to take inherited RMDs and, because these are inherited IRA accounts, they cannot be converted to Roth IRAs.

We taught Scott about a little-known tax deduction that enables him to annually reduce his inherited IRAs and retire his inherited RMDs. Scott will use $100,000 a year from his inherited IRAs and place it in a unique savings vehicle. Because of this, he will receive an average $75,000 tax deduction each year. This way, he can get his money out of the inherited IRA without pushing his taxable income into a higher tax bracket, which allows him to avoid an increase in his Medicare Parts B and D premiums. Scott also finished converting all of his own IRA balance to a Roth IRA using this same strategy. This avoids him passing on inherited IRAs to his family.

Learn how to remove your wealth from Washington like Scott did. The rules around retirement savings accounts are constantly changing and, as we’ve seen, there are new (and scarier) proposals being considered.


Here’s the number one rule to remember when it comes to tax planning in retirement; remove your wealth from Washington. Let me teach you how. At Tuesday’s webinar, I will teach you how to insulate your income from the IRS, remove your inheritance from Uncle Sam and protect yourself from ever increasing taxes. Imagine, less worry, less taxes, more financial success and more time with family.

To learn how to remove your wealth from Washington, discover your tax risk road by going to, enter the required information and click “See My Bill.” Then, register for Tuesday’s no-cost, no-obligation event by simply 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!