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In this week’s Hidden Wealth Reviews, I teach about the alternatives to traditional retirement planning strategies. I will be teaching these strategies this coming Tuesday at my Wealth Protection Webinar.
Here are the key alternatives that helped a lot of our clients as they were getting through the very difficult past year:
- Institutional money management. This alternative involves proactive account management dictated by your defined level of risk. This is not the traditional buy, hold and hope model. Someone just being put into funds lost a more than they should have in 2022. Fidelity reports the average 401(k) plunged 22.9% last year.
- Indexing. Indexing is a bond class asset alternative or replacement. It provides equity level returns (as opposed to low bond yields) without the interest rate risk that bonds are now facing. Indexing provides upside market gains without downside losses.
- Private offerings. Non-direct stock market correlated funds that provide outside-of-Wall Street opportunities. The areas we use are energy, real estate and technology.
- Tax Planning. We use a tax solution in the top growth sector of the economy that can provide (for those who qualify) a non-stock market correlated investment that can produce an average 80% first year tax deduction.
The number one question we receive is, “How can we save taxes?” The time to take advantage of taxes is now. Stop letting taxes take advantage of you! The second top question we receive is “What retirement savings alternatives are out there that we can get access to that are unique and different?” Learn proven outside-of-Wall Street solutions that actually improve with inflation and outperform high inflation rates.
Click Here to discover how a recently widowed client learned to save on her taxes in a way she never expected.
We have a client who was facing her first Required Minimum Distribution (RMD). Unfortunately, she had recently lost her husband. Suddenly, she’s looking at paying tax on her RMD, but at the single taxpayer rate instead of filing jointly. Her RMD was going to push her up two tax brackets! This would have cost her a small fortune in taxes.
She learned how to use one alternative to create a tax deduction (typically 75% to 80% in the first year). This solution is an alternative to direct stock market investing. It uses a predictable tax break to avoid paying unnecessary taxes. She used this deduction to lower her taxes and to avoid the crushing amount that would have otherwise been due on her RMD.
Last year, the double digit, average annual yield on this alternative was over 18%. The distributions are tax-free up to the original amount invested. She learned that she can use this alternative over and over to protect against taxes, inflation and have more predictable yields than the traditional stock market.
Many of our clients use this same alternative to offset the taxes that would otherwise be due on converting their traditional IRAs to Roth IRAs. This alternative not only protects our clients from unnecessary taxes, it also avoids inadvertently leaving a big tax burden to their children or grandchildren.
Learn More About Retirement Savings Alternatives
Many people are unaware of how big a tax burden their Required Minimum Distributions will create. Learn how you can get started now to take advantage of lowering or even eliminating this extra tax.
This Tuesday, at my Wealth Protection Webinar, I will teach you how to avoid unnecessary taxes and how to protect your family’s legacy from the IRS. Learn how much lower your taxes can be and how much better your alternatives can be in 2023.
You’ve worked hard for your money, let’s get to work protecting it! Register now for Tuesday’s Wealth Protection Webinar and discover what your alternatives can be.
To register for Tuesday’s no-cost, no-obligation event, simply follow these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- 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.
Spouses and Significant Others are Encouraged to Attend This Event Together
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!