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In this week’s Hidden Wealth Reviews, I teach about staying stock market prudent while being a tax-savings student. The economy has been responding well to the election outcome as evidenced by the market’s Trump bump. Recent economic indicators have been in the “Goldilocks” zone of the economy being not too hot and not too cold. There is now an 88% probability that the Federal Reserve will drop interest rates when they meet in the next few weeks.
While these developments are positive, it’s important to recognize the risks that come with them. This Tuesday, at my Remove Your Wealth from Washington Webinar, I’ll teach you how to protect your savings from unnecessary taxes and market volatility. To register, go to RetirementProtected.com.
We’ve had quite a number of people reach out to us, concerned that the current risks and the now rising markets which are causing the balances in their tax-deferred savings accounts (401(k)s, IRAs, etc.) to increase at a rapid pace. They realize that the tax on this increasing balance will eventually have to be paid. Remember, the longer you defer, the bigger your balance becomes which means that you will eventually have to pay more in taxes. Many people are also taking notice of the weekly rapid up and down movement of the stock market.
Many bi-partisan tax think tanks have shared that if the Tax Cuts and Jobs Act is extended under President Trump along with eliminating taxes on Social Security, tips and overtime wages, there’s a projected $4 trillion that would be added to our debt.
This would lead to higher taxes. When you combine this with the $36 trillion (and counting) growing national debt, our almost two trillion annual deficit spending and the high interest payments on that debt, the pressure to increase taxes is clear. As more people retire (4.1 million are turning 65 this year alone and the same number will turn 65 each year for the next three years), there are fewer people contributing to tax rolls just as more people are pulling from entitlement programs such as Social Security and Medicare. These trends point to a future of higher taxes and greater market volatility. As markets remain volatile, relying solely on traditional strategies won’t protect you from what’s ahead.
How Big is Your Retirement Tax Bill?
Learn More About Becoming A Tax-Savings Student
The key to securing your financial future is being market prudent while becoming a tax-savings student. Imagine having a written, comprehensive tax and wealth optimization plan that protects your principal, creates equity-like returns without the downside risk and helps you reduce or eliminate unnecessary taxes. This is the approach we teach and it has made a significant difference in the lives of our clients. Learn how you can enjoy upside market opportunities while avoiding the downside, all the while keeping your principal protected.
One of the key strategies we champion is converting tax-deferred balances in accounts such as IRAs and 401(k)s before they grow larger and taxes increase. Another of our strategies focuses on removing unnecessary risk by ensuring that your money is institutionally managed and diversified, based on your risk tolerance. Too often, people think they’re diversified when they’re not. Having a plan is very different than simply having a portfolio. I’ll teach these strategies and more this coming Tuesday at my Remove Your Wealth from Washington Webinar.
You don’t have to be at the mercy of taxes or market volatility. By being market prudent and a tax-savings student, you can protect your savings and position yourself for growth & protection. This is your chance to secure your financial future. Don’t let rising taxes or market uncertainty wreck your retirement. Act now to protect what you’ve worked so hard to build and to secure a legacy for those you love. To learn how, join me this Tuesday at RetirementProtected.com.
Registering is simple. Just follow these four steps:
- Go to RetirementProtected.com.
- Select the webinar date and time that fits your schedule.
- Enter your details carefully—double-check your email for accuracy.
- Click “Reserve My Spot!”
Once you’ve registered, you’ll receive a confirmation email with your personal access link for Tuesday’s event.
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!
www.TheHiddenWealthSolution.com
