Please Click the Video to Watch This Important, Short Message
In this week’s Hidden Wealth Reviews, we’re giving thanks for saving taxes! Saving taxes has been on the minds of several of our clients as we head into the holiday season. I’d like to share a few of these:
- I have been using the Hidden Wealth Solution for almost two years. The Hidden Wealth Solution has saved me money on taxes starting in 2022 and we have a plan going forward in future tax years to do the same. When I say “saved money” my tax bill is $0. I wish now that I had discovered Hidden Wealth sooner.
- We scheduled an appointment, and I remember it being very close to the closing day of the year. You helped, moving our IRAs to Roths, which resulted in a major tax savings for us and our children. Thank you.
- I am compelled to write this and in fact, am trying hard to hold my enthusiasm regarding the tax deduction of over 87%. I believe there is a path forward now with regards to complete conversion to Roths. Thank you again for all you do!
You work hard for your money. Imagine more financial success, less stress, less worry. The one thing we can control are the plans that we make to learn about what we can control. Make a plan to let me teach you about saving taxes in 2023. Register for this coming Tuesday’s Tax Protecting Your Retirement webinar.
If you are serious about learning how much lower your taxes can still be in 2023, simply go to RetirementProtected.com and indicate that you are serious by registering for Tuesday’s webinar. But hurry, your window of opportunity to still save is closing!
The strategies that I will be teaching on Tuesday all come with the support of our tax team. Having the tax professionals on the same page as the financial professionals offers a significant advantage over other planners. It saves an enormous amount of taxes when everyone’s singing from the same sheet of music.
This past week I read a Kiplinger article titled, “Two Big Blind Spots Wealthy People Have About Retirement.” According to a study done by a national financial firm, the biggest blind spot was longevity and legacy. This blind spot is enormously impacted by inflation, taxation and market volatility.
The article points out that Baby Boomers and retirees in the study underestimated longevity by an average of 20 years. Most retirements, especially for those who have the means to sustain advanced healthcare, are probably in the range of 30 years (or more). So whether you’re trying to get to retirement or better through retirement, it’s never too early and it’s never to late to get a head start to see how much lower your taxes can be, still in 2023.
Also underestimated were exposure to other retirement risks such as taxation, inflation and market volatility. The transition from the accumulation phase to the distribution phase is a game changer. As I’ve mentioned before, if not properly prepared for, this transition can cause a big gap in retirement.
Click Here to learn how our client, Paul, discovered the value of holistic financial planning and how our client couple, Nate and Kim, as well as Paul, were able to remove their retirement savings from the tax system.
Paul was filing his taxes as single. After meeting with us he realized the importance of properly preparing to transition to the distribution phase of retirement. He wanted money management where he could dictate the risks. He wanted to do strategic Roth conversions and learn about how to better secure his capital. He also wanted to understand the Roth alternative as a tax shelter as well as the other shelters I teach about in my webinars.
Paul discovered the value of holistic financial planning when he realized he could give up almost $10,000 a year in Social Security tax if he waited to long to file or filed too soon. His property taxes in Colorado increased 40% this year. There are now many new state taxing proposals being imposed as local and state governments try to make up for inflation-related tax shortfalls.
Governments are looking for ways to tax more so they can spend more as we head into the national election year. A great way to collect more tax is to restrict the taxpayer’s ability to get their money un-taxed. It’s imperative to remove your retirement savings from the tax system now, before the ability to do so is gone forever.
Nate and Kim came to us looking for direction on how to avoid having all of their retirement savings exposed to the tax system. They had lost faith in their traditional, big box stock brokerage. They were invested heavily in mutual funds and their accounts were throwing off taxable interest and capital gains, despite the fact that they lost money.
We taught Paul, Nate and Kim how to remove their retirement savings from the tax system now, while rates are on sale and the ability to un-tax their retirement savings still exists. Let me teach you how you can do the same.
Could Your Retirement Tax Bill Be Too Big?
LEARN MORE ABOUT SAVING TAXES IN 2023
Control what you can control! Imagine, giving thanks for legally, morally and ethically removing your income and assets from the tax system. If you want to see how much lower your taxes can still be in 2023, register for Tuesday’s no-cost, no-obligation financial webinar, by simply following 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!
For those who are really serious about un-taxing their money this year, please be aware that IRA custodians have cutoff dates for transferring funds. Being unaware of these cutoff dates could prevent you from moving your money in time to save taxes this year!
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
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.
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!