Please Click the Video to Watch This Important, Short Message
In this week’s Hidden Wealth Review, I teach what you can do to lower your taxes in 2022. It’s never too early and it’s never too late to get a head start on being tax smart. In all of the meetings I’ve had with clients from all over the county, saving taxes is the key topic out of all of the topics that we discuss.
Click Here to learn two examples of what you can do to save tax in 2022.
We had four couples, all of them were in their sixties and seventies. They had sold assets such as stocks, businesses and commercial real estate. In all of these cases, had they had a pre-sale plan that included a tax-savings solution, they could have saved a combined total of $10 million!
The good news is that these couples learned two important things that I’ll be teaching this coming Tuesday at my Wealth Protection Webinar:
- How to use a little-known tax deduction to lower your capital gains, lower your taxable income or offset Roth conversions.
- How to use the full capacity of a tax-advantaged inheritance for your children by using what we call “The Rich Man’s Roth Alternative.”
All of these clients had been with their previous advisors for a decade or more. When they asked their advisors what to do about the tax on their IRAs, they were told to just get the money out of their IRA and pay the taxes! This typical, “take the easy way,” care-free reply is not a solution. There are proven alternatives that are making tax elimination for the Baby Boomer and retiree generation a reality!
One couple used The Rich Man’s Roth Alternative to create over $500,000 of combined, tax-free, lifetime income for their children’s inheritance. This strategy will provide a combined $20 million of tax free lifetime income and they also leave over $10 million in tax-free, lifetime inheritance for their grandchildren. They lowered their own taxes while eliminating the inheritance tax that would have been due on their IRAs. They turned what would have been tax into a 10 times plus multiple! You can learn how to do the same.
Learn more about Tax Elimination for the Boomer Generation!
Imagine, more financial success with an actual Saving Tax Optimization Plan (S.T.O.P.). S.T.O.P. over-paying taxes! It’s not too late to get a head start on being tax-savings smart.
This coming Tuesday, at my Wealth Protection Webinar, I will teach you concepts and strategies with proven track records of measurable results. Learn how you can legally avoid unnecessary taxes. Stop over-paying taxes and stop worrying about leaving inheritance taxes to your family. Learn how you can become a low tax or even no tax retiree!
To register for Tuesday’s no-cost, no-obligation, log on and learn financial educational event, simply follow these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- 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.
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.
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!