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retirement security

In this week’s Hidden Wealth Review, I talk about how to remove economic uncertainty from your retirement. If you’re a Baby Boomer or a retiree who’s trying to either get to or through retirement and you’re a target of the Biden administration’s higher tax bull’s-eye, I have some good news for you! You can protect yourself with proven solutions. The Biden Administration bull’s-eye target applies to those who have at least one of the following:

  • An income of $400,000 or more
  • Retirement savings of $500,000 or more, especially if those savings are in tax deferred accounts such as 401(k)s and IRAs
  • A net worth of $1,000,000 or more, excluding the equity in their primary residence

If any of these criteria describe you, I can teach you how to remove economic uncertainty and have retirement security.

In my over two decades of experience helping Baby Boomers and retirees thrive in retirement, I’ve discovered that there are three key areas which most traditional advisors neglect, simply because they primarily focus on just the accumulation phase of retirement planning. These three key areas are:

  1. Asset Optimization
  2. Income Maximization
  3. Tax Elimination

Our clients, Jim and Cathy, were in their early sixties and looking to retire in three years. They were uncertain if they had enough retirement savings to get though retirement without compromising their lifestyle. They were concerned about higher taxes and possible stock market crashes. They wanted to know how to save and grow their money safely and securely so it could sustain their desired lifestyle throughout retirement.

They learned how to use special tax deductions that provide for up to a 100% deduction. They used this little-known solution to offset all of tax on their Roth conversions. They also learned the safe indexing solution. This allows their retirement savings for income to only grow when the market goes up and they have no risk of their account value dropping when the stock market loses. Jim and Cathy also learned how to cut their investment portfolio risk by 50% and, at the same time, increase their return by over 2%. They also cut out over 2% of their costs.

How can I Remove Uncertainty for More Retirement Security?

This coming Tuesday, I’ll teach you what you can do for your own retirement security while removing the ongoing economic uncertainty. I want to teach you about the good news, retirement savings solutions whose performance is actually improved by a volatile market. Many of these solutions avoid market downside risk and feature only upside market opportunity. These solutions allow you to grow your money without tax, use it without tax and they enable our clients to leave a legacy to your children and grandchildren (with no tax).

Some admitted prior skeptics initially asked, “Why haven’t I heard of this before?” Keep in mind, none of us knew this before we knew it. I had to learn this myself before I could apply it to my own family’s finances and employ it in my practice. Over the years, a number of Baby Boomers and retirees have consistently shared one common comment, “I wish I’d learned these solutions years ago.”

Here’s the opportunity, simply go, right now, to (or scroll down to the form below)  and register for Tuesday’s log and learn Wealth Protection Webinar. This no-cost, no-obligation financial education event is primarily for those who are on President Biden’s tax bull’s-eye target list that I mentioned earlier. Taxes are only going to go higher and the market become more and more volatile. This past week, the market dropped 500 points in under 15 minutes because of the uncertainty surrounding Joe Biden’s $1.9 trillion coronavirus relief package and more turmoil with China.

The Biden administration’s political agenda will continue to cause more uncertainty. Despite all of the calls for national unity, Senate Majority Leader Chuck Schumer has stated that the Democrats don’t need Republican support to pass the $1.9 trillion stimulus bill, they can just push it through. This political strong armed tactic has many concerned since this is understood to be just one of two, multi-trillion dollar stimulus proposals.

Let me leave you with one final thought. There are two paths you can choose, one path can remove retirement uncertainty and provide retirement security, the other path provides the potential for decades of ongoing uncertainty.

Imagine, more financial success, less stress, less worry and more peace of mind. You’ve worked hard for your money, let’s get to work to protect it!

President Biden’s tax plans are targeting high income earners of $400,000 or more as well as those with estates valued over $3.5 million. We find those higher income earners, those who have saved $500,000 or more or those who have a net worth of over $1 million, benefit the most from our proven solutions.

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 Tuesday’s event. Don’t forget to add it to your calendar!

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!