In this week’s Hidden Wealth Review, I teach that it’s tax time and people are currently tax-focused. We have been helping Baby Boomers realize that, when it comes to tax, it’s not about your tax return, it’s about the return of your tax.

STOP is an acronym from the new book I’m currently writing.

  • Saving
  • Tax
  • Optimization
  • Planning

The Hidden Wealth Solution teaches Boomers how to have a better tax plan than the one that the IRS has for them. There is a major difference between someone telling you how much tax you owe versus someone showing you how much less you have to pay.

Tax rates haven’t been as low as they are right now in over 30 years. The tax sale won’t last forever. We see Baby Boomer couples saving an extra $1,000 to $3,000 a month by simply re-directing money they would have otherwise paid in unnecessary tax.

Here are the top areas where Baby Boomers get hit for extra taxes:

  1. IRA distributions alone cause many of them to be pushed into a higher marginal tax bracket.
  2. Retirees are getting up to 85% of their Social Security taxed because of the money they’re withdrawing from their 401(k)s and IRAs.
  3. Those age 70.5 and older are forced to take Required Minimum Distributions (RMDs) and they get pushed into higher tax brackets.
  4. Capital gains taxes from their brokerage accounts are being passed on to them by the brokerage, which increases their taxable income.
  5. IRAs and brokerage capital gains cause many Boomers to pay higher Medicare Parts B and D premiums.

All this translates into the government taking more money from you when you could be putting these unnecessary taxes back into your own pocket. This coming Tuesday, I’ll be teaching my Wealth Protection Webinar. This no cost, no obligation educational event will teach you one of our proven strategies with a track record of measurable results.

The timing for using this strategy is likely more important than ever before with all the economic uncertainty of higher taxes and market risk. Let me teach you how your money can grow without tax, be used without tax and then be transferred to the next generation, again without tax. This strategy allows you to participate in stock market gains without ever suffering from stock market losses.

Avoid the mainstream retirement advice that recommends saving your money in IRAs or 401(k)s and then deferring the taxes until later in life. This fraudulent retirement scheme is designed to make you the government’s perfect taxpayer. With more taxes on the way, you can learn a better way to save, grow, protect and keep more of your money.

To register, go to, enter the required information and submit your registration. Once you’ve registered, you’ll receive an email containing a personal link to join Tuesday’s event.

I encourage you to register for your preferred webinar time now, because these events fill up fast.  For those who attend this event, I will gift you an e-copy of my latest book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.

NOTE: This is a log-on and learn webinar, not a live workshop. You will need a laptop or PC to join. It is strongly suggested that you NOT use an iPad or handheld device for this event. Our proven retirement and financial solutions are best for: people positioning themselves for retirement, those who want to navigate better to or through their retirement, those who have saved $200,000 or more for retirement and people who want to determine if they are maximizing and optimizing their retirement planning. Our solutions are also suitable for Baby Boomers who want to protect their savings from market losses, pay the least amount of taxes on income, reduce or eliminate tax on their Social Security and create a sustainable, increasing, lifetime income for both spouses.

-Spouses are encouraged to attend this event together-

Or Call

(855) No Tax 2 U

(855) 668-2928

Here’s to your Hidden Wealth,

Chuck Oliver
Best-Selling Author

retirement protected