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In this week’s Hidden Wealth Reviews, I teach that a strategic withdrawal strategy can improve retirement and make it far more fruitful. This coming Tuesday, at my Tax Protecting Your Retirement webinar, I’ll be teaching proven strategies with track records of measurable results that provide 50% or higher retirement income. I will also be teaching how to have a totally tax-free retirement to live more and leave more.

Imagine, 50% higher retirement income and tax-free retirement savings! We hear some very common questions from those within five years or less of retirement, those who are already in retirement or those in retirement who are facing their first Required Minimum Distribution (RMD). At Tuesday’s webinar, I will teaching the key three wealth planning preservation principles:

  1. Tax elimination. Tax-free savings and tax-free income. Remove RMDs for good!
  2. Staying ahead of inflation. Earn sustainable returns that exceed high inflation rates.
  3. Removing market deterioration. Learn how to dictate your own risk while also learning “indexing” for unlimited growth without market losses.

Most people with whom we meet have an accumulation account. They are sitting in “big box store” brokerage accounts and some are still steadily socking away money in tax-deferred accounts, hoping it’s enough to sustain them in retirement and perhaps leave something for their family. They are concerned with the outlook of the economy, taxes, inflation and lifestyle and legacy preservation.

The challenge is that more and more people are realizing the vital importance of transitioning from the accumulation phase of retirement planning to the preservation phase. A successful retirement transition requires tax elimination, income maximization and lifestyle and legacy preservation.

Click Here to learn the common questions from people with whom we meet and how using the proper strategies helps them have a more fruitful retirement.

Here are some of the most common question we get in our practice.

  • Is now the right time for me to retire?
  • Do I have enough to do what I want and how I want to do it?
  • How should I plan for taxes, medical expenses, etc.?
  • What is the best way to protect against taxation on my family’s inheritance?

Tax season, when finances are at the top of mind, is the best time to do something about optimizing your retirement plan. Don’t let the rest of this year go by without taking action! Right now, the federal government is having a tax sale. But this sale will not last much longer.

The number one thing that you can control (that most people don’t think they control) is taxes. Taxes are predictable from the standpoint that people are most likely to overpay them. Taxes can be just as easily and predictably not paid, using the proper strategies.

A strategic withdrawal strategy is a key piece in the transition from the accumulation phase to the preservation phase. This is a matter of determining what amount from which account. We specialize in determining the most tax-advantaged way to remove your retirement savings from the tax system, meaning a more fruitful retirement for you and a greater legacy to leave to your family.

If you are facing questions about what strategy to use, when to use it and how much money to place in that strategy, while paying less in taxes, register for and attend this coming Tuesday’s webinar at Let me help you clear up your retirement phase transition questions.

How Big is Your Retirement Tax Bill?


Having a strategic withdrawal strategy not only makes retirement more fruitful, it also eliminates unnecessary taxes from your retirement equation. Let me teach you strategies that will allow your money to go two and a half times farther.

Learn how to strategically stretch your money and then use strategies from our tax team to avoid the retirement tax traps. Our tax team has helped our clients to save millions of dollars.

You work hard for your money. Imagine, more financial success, less stress, less worry, staying ahead of inflation and removing taxation while avoiding unnecessary market deterioration.

Go to and learn, in 30 seconds, how much tax exposure you have. Then, register for Tuesday’s no-cost, no-obligation financial educational event by following 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!