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retirement tax

In the midst of the chaotic state of our country and economy, I want to give you some good news. I want to teach you that it’s not too late to tame and tackle your taxes and to remove retirement uncertainty. This involves protecting your serious retirement savings by insulating your retirement income from the IRS and preventing your inheritance from going to Uncle Sam. The taxes you will pay will be four times or more than the balance you have in your IRAs or 401(k)s. The longer you wait, the higher the tax grows. The time to act is now!

We are now dealing with a political push for higher taxes at the federal, state and local levels. I want to teach you that you can tackle these taxes. The common theme I hear is that most people are unsure of the best way to do this. Whether you’re trying to get to retirement or better through retirement, the time to act is now and you’re not too late.

A lot of people have confided that they are overly concerned about another market correction or crash. Many have shared that they lost a lot during the first quarter coronavirus crash and many have moved their positions to cash. The Federal Reserve has indicated that they are going to keep interest rates low and they, along with Congress, are injecting more stimulus into the economy. All this additional stimulus is going to cause us to be taxed to the max. I want to teach you that you can prevent this from happening to you and that the time to act to protect your retirement from taxes and crashes is now!

Some of our clients recently qualified for a tax strategy that enabled them to untax their IRAs and place that money into higher yielding accounts.

We recently met with three clients; one from Colorado, one from Illinois and the other from Florida. Like many people, they had saved the majority of their money in ticking tax time bomb accounts such as 401(k)s, IRAs and 403(b)s.

Because they had a net worth of over $1 million, these clients were able to use a special provision of the tax code to get a 100%, dollar-for-dollar tax deduction. They used this deduction to zero out the tax that would have been due on their Roth conversion.

But they didn’t just untax their money with a zero tax effect, they were able to position this money into Roth IRAs or what I call Roth alternatives that have no direct stock market risk. These clients now enjoy yields that range from 7.25% to 10.16% (net of any fees). These returns are locked in, without any of the ups and downs of the stock market. This creates a lifetime, tax-free retirement income that doesn’t threaten their children’s or grandchildren’s inheritance with any taxes.

This coming Tuesday, at my Wealth Protection Webinar, I’ll be teaching how you can use the market for its upside gains without have to endure any downside losses. Also, I’ll be teaching you how you can dictate the risk level of the money that you have in the market. This no-cost, no-obligation educational event will focus on three areas:

  • Asset Optimization
  • Income Maximization
  • Tax Elimination

This event is for those who have a net worth of $1,000,000 dollars or more as well as for those who have saved at least $500,000 or more in IRAs and 401(k)s and who want to protect their money from taxes, inflation and market losses.

To register, 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.
  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 Wednesday’s event. Don’t forget to add it to your calendar!

You’ve worked hard for your money. Imagine, more financial success, less stress and less worry. Learn how to remove economic uncertainty, how to tame and tackle your taxes and how to remove the threat of stock market crashes or corrections. Let’s get to work!

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.

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!