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Retirement Tax Avoidance

In this week’s Hidden Wealth Reviews, learn what you can do to have retirement tax avoidance. I’m speaking not only to things you can do in retirement, but what you can do leading up to retirement. Whether you’re trying to get to retirement or better through retirement, the time to learn how to remove yourself from the tax system is now!

Click Here to discover how our clients, David and Patty, learned to reduce their adjusted gross income and saved hundreds of thousands of dollars!

David and Patty’s goals were to:

  • Save tax and preserve their capital
  • Pass on assets, tax-free to his children
  • Avoid passing inherited IRAs to their children
  • Preserve their estate by avoiding estate taxes

Because their current advisors would not address their tax situation, David and Patty reached out to us so they could learn the tax risk road on which they were traveling. What they discovered was that they had a lot of tax risk. They sold a business this year and he had inherited a sizable IRA from his late father. The Required Minimum Distributions (RMDs) were in effect for this IRA and the government was forcing David to take that income.

We taught them how to reduce their adjusted gross income by over $300,000, which saved just over $100,000 in unnecessary taxes. Because they didn’t want to leave a big tax burden to their children, we taught them how to get rid of the inherited IRA and they converted over $750,000 from a traditional IRA to a Roth IRA. This also avoids them leaving a ticking tax time bomb IRA to their children.

They used their tax savings to create income sources that will save them over $12,000 a year in Social Security taxes. We can teach you these proven tax savings strategies as well as where you can save your money so that you’re free from tax risk and market risk. This is what the ultra wealthy call the rich man’s Roth. I will be teaching this unique solution at this coming Tuesday’s Wealth Protection Webinar.

In all, David and Patty were able to spend more and leave approximately five times more to their children (all tax free). They removed their retirement from the tax system, avoided unnecessary tax on their Social Security income and they got their IRAs out of the IRS’s crosshairs.


The economic indicators are not good for future taxes or for the traditional stock market. Private sector hiring rose by just 145,000 jobs in March while pay growth also slowed. Job openings in February fell to their lowest level in two years. Joe Biden’s proposed 2024 budget includes policy changes, new programs, increased spending and higher revenue. But, if hiring is down, pay is stagnant and there are less working Americans to pay income tax, from where is the extra revenue to cover the increased spending going to come?

Coincidently, the IRS hinted this week that they are ready to release their plan for spending the $80 billion to beef up the Internal Revenue Service. This is the money provided by last year’s Inflation Reduction Act. The bulk of the tax payer money, a whopping $45.6 billion, is tagged for the division of audits and enforcement. Taxes are going up and the Biden administration is spending a lot of money to make sure they collect every tax dollar they can.

Learn what you can do to have retirement tax avoidance. Avoid unnecessary tax to yourself and to your children. Learn how to save now, while tax rates are still on sale!

You’ve worked hard for your money, let’s get to work protecting it. Register now for Tuesday’s Wealth Protection Webinar and learn how you can be a no tax or low tax retiree.

To register for Tuesday’s no-cost, no-obligation event, simply 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!

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.

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!