Please Click the Video to Watch This Important, Short Message 

tax risk road

Let me ask you a question. Do you know the tax risk road you’re traveling? Knowing your tax risk road is significant because of the legislative risk. We are getting information out of Washington from a pro low-tax advocate that is concerning.

Here’s another important question. Is the plan that got you to where you are now still the best plan to get you to and through where you want to go? I ask this because tax planning is not part of the retirement plans of any of the clients that reach out to get help with their retirement.

Here are the facts. Congress and Washington have never had a greater focus on retirement savings accounts than they do right now. The reason is simple. There are trillions of dollars in proposed new spending. This means that there are trillions of dollars of proposed new taxes. This is why legislative risk is such a concern right now and why it will impact retirement.

Washington is trying to rob you of your wealth! Here are some of the proposed tax changes:

  1. A Required Minimum Distribution (RMD) at any age, based on a Congressionally mandated savings limit. If you exceed this limit, you must withdraw at least 50% of the amount exceeding the limit. Of course, you will owe income tax on this RMD.
  2. Once you’ve reached the Congressionally mandated savings limit, you will not be able to save any more money into tax-deferred retirement accounts.
  3. Eliminating the option to convert traditional IRAs to Roth IRAs. At the the moment, there is no limit to the amount you can Roth convert.

The quickest way for Washington to rob your wealth is to restrict your capability to efficiently save and protect taxes in retirement.

Click Here to learn how a client couple was able to cancel their retirement tax risk and removed Washington from their retirement.

We recently met with a couple from North Carolina. They were already retired and they were very worried about taxes. They were astonished when we showed them the tax risk road they were traveling.

They were frustrated because neither their tax professional nor their financial professional were able to provide any suggestions or ideas on how to save taxes. This was concerning, because they had just successfully sold their business as well, without any tax savings planning.

Fortunately, they were able to wipe out their wealth risk from Washington using strategies that I will teach at this coming Tuesday’s Tax Protecting Your Retirement webinarBecause they qualified (as many of our clients do) for a little-known tax deduction that allows up to a 100% deduction, they were able to use the deduction to cover the taxes due on converting all their traditional IRA accounts to Roth IRA accounts.

By working with our tax team, they paid zero taxes on their Roth conversions. We were able to save them $100,000 that they would have otherwise paid to Uncle Sam.

Unfortunately, strategic tax mitigation and tax elimination planning are not part of clients’ existing retirement plans when they initially reach out to us. In fact, the little-known tax deduction I mentioned has been in the tax code since its inception in 1913. Many tax professionals have never heard of its existence. We use proven tax-saving strategies with track records of measurable results.


Washington is at war on our wealth. I want to teach you what you can do to protect yourself before taxes go higher and any new changes take effect. I will be teaching you how you can do this at Tuesday’s webinar.

Imagine, less taxation, less inflation and less market deterioration. Learn how to be a low tax or no tax retiree before the rules change. You’ve worked hard for your money, let’s get to work protecting it!

To learn how you can avoid Washington’s war on your wealth, go to, enter the required information and click “See My Bill.” Then, register for Tuesday’s no-cost, no-obligation financial educational webinar, by simply 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!