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tame taxes

In this week’s Hidden Wealth Review, I teach what you can do to tame your tax in 2022. But taxes aren’t the only concern. Heading into the Thanksgiving weekend, the stock market suffered its single biggest, one-day, 900 point, nosedive drop since October of 2020! In the wake of more market uncertainty this week, there were additional 600 point slides. Baby Boomers and retirees are asking what they can do, not just to save tax in 2022, but how to protect themselves from a serious market correction or crash.

This coming Tuesday, at my Wealth Protection Webinar, I want to teach you concepts and strategies with proven track records of measurable results that insulate your income and savings from taxes and crashes. When applied, these strategies are specific to each client or couple. The key is determining how to best combine and organize these strategies so that the ultimate solution is unique to each client’s individual circumstance.

The reality is that there is not a “one size fits all” retirement plan. Many clients come to us with a “solution” that’s really just the traditional, go to planning approach, straight out of the commonly used retirement playbook. To optimize assets, Baby Boomers and retirees are now asking what they can do to best protect their retirement. We have found that the following three key actions help Baby Boomers and retirees to thrive in retirement:

  • Prepare
  • Prevent
  • Protect
Click Here to learn why, how and what you should do to prepare for your retirement.

Prepare by learning what you can about the different, proven solutions that the main stream will never teach you. Learn about strategies such as the Rich Man’s Roth Alternative. Learn about indexing solutions where you have only upside market gains with no downside losses. Learn tax savings solutions which I call, S.T.O.P (Saving Tax Optimization Plan).

Learn how you can be a low tax or even a no tax retiree. Learn how you can prevent 50% to 85% of your Social Security from being taxed. Also learn how to prevent Medicare Parts B and D premium surcharges. Avoid being pushed into a higher marginal tax bracket. Many people are astonished to learn that, inside of our tax code, there are strategies (for those who qualify) that allow you to offset the taxes on Roth conversions.

Imagine, having a plan that protects you from higher taxes as well as market corrections and crashes. Everyone should be concerned about taxes and crashes. The market is way over-heated and the government is way too desperate for taxes.


According to the Congressional Budget Office (CBO), what our government is spending will require at least a 60% average tax rate just to try and make up for this deficit back to 2010! As interest rates continue to head higher, the needed higher tax will cause even more retirement management chaos. Washington is now currently trying to figure out how to pass more taxes onto taxpayers, just to keep the government open!

The risks for retirement are mounting. Besides more unsustainable government spending, we have the below challenges to our retirement.

  • Moderna CEO, Stephane Bancel, said current COVID vaccines may have difficulty with the Omicron variant and developing new vaccine versions could take months.
  • Treasury Secretary, Janet Yellen, testified before the Senate Banking Committee that a failure by Congress to raise the debt ceiling would jeopardize the economic recovery.
  • Federal Reserve Chairman, Jerome Powell said economic output should grow 5% and inflation should fall over the next year, but the COVID Omicron variant could pose supply-chain risks.

Translation is higher costs and higher taxes! You’ve worked hard for your money. Imagine, having a plan with more financial success, less stress, less worry, less tax and less concern about a correction or a crash. This Tuesday, at my Wealth Protection Webinar, I teach you how to prepare, prevent and protect. Get a jump start on being tax smart. Discover how to tame your taxes. Learn what you can do, in 2022.

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

Joe 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 or those who have saved $1 million or more benefit the most from our proven solutions with a track record of measurable results.

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!