Tax Freedom Day!

In this week’s Hidden Wealth Review, I want to wish everyone a Happy Tax Freedom Day! About mid-May is when most Americans start actually making money for themselves instead of earning money to pay their taxes. The average American works about four and a half months, just to pay their federal income taxes.

It’s a sad truth but, it doesn’t need to be that way. I spoke with many Baby Boomers and business owners in the months leading up to tax day. None of them were thrilled about how much tax they were over-paying. They were looking for solutions to pay less tax

The good news is that you can pay less tax. Whether you’re retired or still working, there are ways to reduce your taxes to the lowest level possible. This coming Tuesday, I’ll be teaching an introduction on how you can achieve as close to a zero percent tax bracket as possible.

I recently met with a couple who wanted to retire in five years. We were able to show them that, instead of having to wait five years to retire, there could retire right now! They were able to do this by shifting assets and strategically timing those shifts. While we can’t promise early retirement in every case, we were able to help this couple by eliminating unnecessary taxes and showing them how to un-tax their IRAs. We were able to move the retirement dial in their favor by doing things in the most tax-efficient manner possible.

We have another client who is already retired and, by showing her how to eliminate her Required Minimum Distribution (RMD), we were able to increase her monthly income by an additional $1,000. You see, her RMD was exposing up to 85% of her Social Security to taxes. By eliminating her RMD, we eliminated the extra tax it created on her Social Security. Eliminating the income from her RMD also saves her income tax. Whether you’re trying to get to retirement or through retirement, you can save tax!

Join us this coming Tuesday when I will be teaching an introduction on how to grow money without tax, how to use money without tax and even how to transfer money without tax. 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. These events fill quickly so hurry and register. Just for registering and attending, I will gift you an e-copy of my 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 or who want to navigate better through their retirement. People who have saved $200,000 or more for retirement. People who are facing a capital gain on the sale of a property or a business worth $200,000 or more and those with taxable income over $200,000.

-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

Financial Advisor & Best-Selling Author

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