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retirement and taxes

In this week’s Hidden Wealth Review, I teach about Washington’s war on our wealth. In particular, I want to discuss two client couples and show you how the War on Wealth has impacted them and what they did to take control of their retirement.

Here are the core four areas they learned that helped them win the war:

  1. Asset Optimization
  2. Income Maximization
  3. Tax Elimination
  4. Legacy Preservation

The core four are closely associated with the three P’s. These are the key things that Baby Boomers trying to get to retirement and retirees trying to better get through retirement can do:

  • Prepare
  • Prevent
  • Protect

When we met George and Gina, they were trying to determine the retirement risk road on which they were traveling. The were concerned about their income tax, inheritance tax and market volatility risks. We discovered over $8 million that would have otherwise been lost to the War on Wealth.

George and Gina had worked and saved really hard. They had a lot of money saved in their IRAs and after-tax retail brokerage account. Retail brokerage accounts tend to throw off a lot of phantom income, which results in capital gains taxes.

Because they had saved so much money in 401(k)s and IRAs, they were really concerned about their taxes and future inheritance tax for their children. Their Required Minimum Distributions (RMDs) cost them over $30,000 a year in taxes! The irony is that they don’t even need the money from their RMDs. They would prefer to save that money for their own enjoyment and their children’s legacy.

We were able to help them eliminate their RMDs by converting their traditional IRAs to Roth IRAs with zero tax. We removed inheritance tax risk from the picture and saved them from any capital gains tax risk. All told, they prevented over $8 million of their wealth from going to Washington!

Our other couple, Tom and Patty, sold their business for a large gain. They learned how to use a little-known tax-savings provision from Trump’s Tax Cuts and Jobs Act that allows up to a 100% deduction for qualified investors. This provision may not survive past this year so, the best way to take advantage of this tax savings option would be to get it done in 2021!

Using this solution, they were able to un-tax all of their IRAs, so they no longer have any RMDs plus, no inheritance tax risk to their son and daughter. The same is true for George and Gina. Both couples learned to create lifetime, tax-free income, some of which is from proprietary programs and private equity offerings available only through our practice.

What Can I Do With My Retirement and Taxes?

Imagine, more financial success, less stress, less worry and less tax. Register to learn unique strategy solutions that have six to eight percent locked-in yields, no fees and no downside market risk. Best of all, your retirement savings can be designed so that it’s all tax-free.

This coming Tuesday, at my Retirement Protected Webinar, I will teach you these strategies and how to avoid the threat of Washington’s war on our wealth. To register for this no-cost, no-obligation, log on and learn event, 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.

You’ve worked hard for your money. Learn how to remove your money from Washington’s all out war on your wealth.

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!