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your taxes

In this week’s Hidden Wealth Review, I teach that the time to get retirement protection done is now, in 2021. I recently met with three couples from different areas of the country. All three of them were looking to retire in one to three years.

Kudos to those taking a proactive approach to getting their retirement protection “ducks in a row” before retirement. It’s much easier and less costly to prevent the impact of the new taxes that will be coming out of this administration than it is to try and fix the problems later. If you are strong saver or a high income earner, you are the Biden administration’s tax target. I want to teach you how to remove yourself from the Biden tax target bull’s eye.

All three of our client couples had long-term financial advisors. All of their advisors had a similar theme when it came to taxes:

  • We don’t advise on taxes, you’ll need to speak to a tax professional about this
  • We’ll cross the tax bridge when we get there
  • Taxes are just part of the equation

My experience is that your can remove unnecessary taxes from being “just a part of the equation” as easily as you can just give in and pay them. All three of these couples learned how to increase their retirement income by at least 50%! For these couples, that’s the equivalent of an extra $2,000 to $3,000 (or more) net to them, each month. The increased income savings came from preventing up to 85% of their Social Security from being taxable, avoiding Medicare premium penalties and insulating their IRA income form the IRS. They also learned how to remove Uncle Sam from their family’s future inheritance.

Many tax think tanks believe this will be the last year for a strategy that uses a little-known tax deduction in the Tax Cuts and Jobs Act which allows you to convert traditional IRA money to a Roth IRA with a net zero tax effect. For those that qualify, this deduction can be used to reduce income, reduce Required Minimum Distributions and it can be used to offset the taxes that would normally be due on a Roth conversion. This one strategy enables someone to remove their retirement savings from the tax system and protects their children’s inheritance.

How can you stop the government from tinkering with your taxes?

You’ve worked hard for your money! Let’s get to work teaching you how to protect more of your money from higher taxes. This coming Tuesday, at my Wealth Protection Webinar, I’ll teach that, whether you’re trying to get to retirement or through retirement, it’s never too early and it’s never too late to start to learn how to get tax smart.

To register for Tuesday’s no-cost, no-obligation, log on and learn event, 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!

Let me leave you with one final thought. Don’t let your IRA become an IOU to the IRS! It’s much easier to prevent higher taxes from negatively impacting your retirement than it is to undo them after they’ve begun. Take action now before taxes increase.

President Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more, those who have saved $500,000 or more and especially those who have a net worth of over $1 million, benefit the most from our proven solutions with a track record of measurable success.

You’ve worked hard for your money. Imagine more financial success, less stress, less worry, more time and more money. The time to get tax savings done is right now, in 2021!

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!