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retirement uncertainty

In this week’s Hidden Wealth Review, the resurgence of the coronavirus and the unknown of when the pandemic will stop is causing market volatility. That was especially true this past week when we had great news about the effectiveness of the Pfizer vaccine. First, the market experienced euphoria, which was quickly replaced by hysteria. Thursday saw 2,015 deaths from Covid-19 and more than 187,000 new cases, another daily record.

Several state and local leaders around the country are imposing new economic and social measures, aimed at slowing the spread of the virus. The numbers released this week already reflect a rise in unemployment. This increase came before the renewed shutdown which resulted from the new daily record of cases. The Center for Disease Control and other public health officials are sounding the alarm bells as we head into colder weather and people spend more time inside. These uncertainties wreak havoc on our retirement savings because the market reacts negatively to them.

While we should be concerned about the virus, the vaccines and the potential for more economic stimulus, the reality is that we have to protect our retirement savings from market swings due to record virus counts and rising taxes related to more stimulus.

Our clients, George and Judy are both in their late sixties and Judy just retired. They wanted to learn how to protect their savings from market volatility. Judy shared that she was scared because their savings can’t take another market hit. They also knew that they needed to avoid a hit to their income from future tax rate risk, as well. When they came to see us, most of their savings were still in tax-deferred accounts.

George and Judy took the opportunity to go to and register for my complimentary educational webinar. This Tuesday, I’ll be holding another webinar where I will teach how you can drop your risk by as much as 50% and how to eliminate the market’s downside altogether, without sacrificing gains.

George and Judy almost missed out on a strategy that’s still available in the Tax Cuts and Jobs Act where, those with a net worth of $1 million or more, can take a 100% tax deduction in the same year to reduce income tax and/or zero out, dollar-for-dollar, Roth conversion tax. George and Judy used this deduction to zero out their Roth conversion tax. This saved them over $22,000 in unnecessary tax and created a lifetime, tax-free income that doesn’t trigger taxes on their Social Security. This solution also eliminates inheritance tax for their children, grandchildren and great grandchildren.

When it comes to planning your retirement future, the key to wealth creation and preservation is controlling what you can control. The most predictable thing that you can control is tax. Don’t leave your retirement savings in ticking tax time bombs such as 401(k)s and IRAs with the coming higher tax increases. Learn how you can have upside market gains without downside losses while getting the IRS out of your IRAs at the same time!

This coming Tuesday, at my Wealth Protection Webinar, I’ll be teaching how you can reduce your risk, increase your returns and avoid unnecessary taxes. This no-cost, no-obligation educational event will also teach you how you can have a retirement solution where you’re in control. Learn how to protect your retirement savings from taxes, market volatility and a resurgence of the coronavirus.

Our proven solutions have a track record of measurable results. These solutions best support those who have saved $500,000 or more or those who have a net worth of $1 million or more.

To register, 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.
  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 Wednesday’s event. Don’t forget to add it to your calendar! The time to protect yourself is right now and the need may never be greater.

You’ve worked hard for your money. Imagine, more financial success, less worry and more time with family. Learn how you can have safety and security for your retirement savings. Learn how you can thrive in retirement!

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.

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!