In this week’s Hidden Wealth Review, I want to share with you a New Year’s Resolution that can for sure accomplish a “Retire Your Unnecessary Tax” New Year’s Resolution. We have helped numerous Baby Boomers to learn how they can pay less tax under the Trump tax reform. But this tax sale won’t last forever. You see, there’s a distinct difference between planning for retirement and planning at retirement, as it relates to taxes.

It’s fascinating that many of us have not learned the importance of managing our marginal tax rate. You see, the last dollars that you earn are taxed at the highest rate. I predict that most, if not all, of us are seeing the lowest likely tax rates we will see in our lifetimes. Now is the opportunity.

I’m reminded of a particular client whom we were able to teach how to optimize their marginal tax rate. An “apples to apples” comparison of their 2017 verses 2018 taxes showed that they were able to save 3% on their taxes, just by taking full advantage of managing their marginal tax rate.

All this is important because we have a $22 trillion national debt and $120 trillion of underfunded, over-promised liabilities, such as Social Security and Medicare. The writing’s on the wall as far as where taxes have to go in order to support all of this. There is a short period of opportunity for you to learn how to manage your marginal tax rate so that you legally pay the least amount of tax during what are likely the lowest tax rates of your lifetime. Believe me, the time is now!

Just as there’s a difference between planning for retirement and planning at retirement. There’s also a difference between proactive, strategic tax planning and tax accounting, which is what happens when you simply hand a tax form to your CPA and he tells you how much tax you owe. That’s simply recording history, not preventing history. The best way to avoid paying unnecessary taxes is to be future focused. A “Retire Your Tax” New Year’s resolution couldn’t come at a better time.

We teach a retirement strategy that allows clients to enjoy upside market growth without downside market losses. Their money grows without tax, they can use it without tax and they can leave that money or transfer it without tax. This strategy translates into an average of almost $1,500.00 in extra retirement cash flow. Don’t make the mistake of letting Uncle Sam be your biggest retirement partner.

I want to teach you one of our proven Hidden Wealth Solution strategies. This strategy has a verified track record of measurable success. Learning this strategy will help you to get off to a good, great, or better start towards retiring your tax in 2019. Don’t be fooled by Wall Street’s fraudulent “stay and pray” investment strategy. Don’t risk your future retirement income by leaving it exposed to unnecessary taxes. I want to teach you how you can avoid market losses and retire your tax, using a financial structure long employed by the biggest banks, largest U.S. corporations and the ultra-wealthy. 

Join us this coming Wednesday, when I’ll be teaching my Wealth Protection Webinar. This no cost, no obligation educational event will teach you how to retire your tax in 2019.

To register, go to, enter the required information and submit your registration. Once you’ve registered, you’ll receive an email containing a personal link to join Wednesday’s event.

I encourage you to register for your preferred webinar time now, because these events fill up fast.  For those who attend this event, I will gift you a copy of my latest book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

NOTE: This is a log-on and learn webinar, not a live workshop. You will need a laptop or PC to join. It is strongly suggested that you NOT use an iPad or hand held device for this event. Our proven retirement and financial solutions are best for; people positioning themselves for retirement or who want to navigate better to or through their retirement. People who have saved $200,000 or more for retirement. People who are wanting to determine if they are maximizing and optimizing their retirement planning. Boomers who want to pay the least amount of taxes on income, reduce or eliminate tax on their Social Security and create a sustainable, increasing, lifetime income for both spouses.

-Spouses are encouraged to attend this event together-

Or Call

(855) No Tax 2 U

(855) 668-2928

Here’s to your Hidden Wealth,

Chuck Oliver
Best-Selling Author