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tax savings

In this week’s Hidden Wealth Review, I recently ran across the following quote, “Good retirement planning includes all the possible tax implications and gives you options. Organizing income sources so that they hit your tax return the right way should be a deliberate strategy every year.” This is what we practice at The Hidden Wealth Solution.

Experience has shown that a zero percent tax bracket can be accomplished. While a zero percent tax bracket isn’t possible in every case, we have done it.

Here’s a good example of where we were able to accomplish a zero percent tax bracket. In this particular case, the client was able to save $60,000 of unnecessary taxes.

To do this, we used two strategies:

  1. Creatively offsetting capital gains.
  2. Doing a strategic Roth conversion.

Our clients, Vic and Susan, are from Florida. They had a capital gain of just over $100,000 on a piece of real estate they sold. Because they had a net worth of over $1 million, they qualified for a little-known provision of the Tax Cuts and Jobs Act that allows a 100% deduction. They used this 100% deduction to create a zero tax Roth conversion on $200,000 from their traditional IRA. Because they used this tax offset, they put themselves in a zero capital gains tax rate position. As a result they have:

  • No tax on capital gains of over $104,000
  • No tax on the $200,000 Roth conversion
  • A tax savings of $60,000
  • $15,000 a year of tax-free income from their newly created Roth IRA
  • No tax on their Social Security

Making things even better, the strategy they used with their Roth conversion has no market downside losses, only upside marketing gains. Using this solution, they have completely eliminated Uncle Sam from their retirement income and protected their children from inheritance tax. Vic and Susan protected $300,000 and prevented $60,000 of taxes.

How Can You Give Thanks To Tax Savings?

Learn how you can insulate your retirement savings and income from the IRS and how to protect your children’s and grandchildren’s inheritance from Uncle Sam. To learn how to do this, go to and register for my no-cost, no-obligation log on and learn educational event.

Thanksgiving is a time for people to gather together to celebrate and, this year, to be safe and healthy. It’s also when people have some downtime they can use to really learn how to save themselves from the uncertainty of: tax rates, the market’s reaction to the resurgence of the virus and the availability and effectiveness of the vaccine.

Learn how to secure your serious savings from taxes, volatile markets and the resurgence of the virus. This coming Tuesday, at my Wealth Protection Webinar, I’ll be teaching how you can protect yourself from uncertainty and how you can have a retirement solution where you’re in control.

Our proven solutions have a track record of measurable results. These solutions best support those who have saved $500,000 or more or those who have a net worth of $1 million or more.

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! The time to protect yourself is right now and the need may never be greater.

Imagine, more financial success, more time, less worry and less stress. You’ve worked hard for your money, learn how your money can work a lot harder for you.

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!