The Biggest Missing Wealth Opportunity

In this week’s Hidden Wealth Reviews, I teach about the biggest missing wealth opportunity for protecting and growing your wealth right now. Unfortunately, most people are completely overlooking the opportunity. On July 4th, while the country celebrated independence, Congress quietly passed what’s being called the “One Big Beautiful Bill Act” (OBBBA). But what’s in it? Most Americans don’t know. They also don’t know the outcomes, obstacles, or opportunities that the OBBBA creates.

I want to help change that. At TaxesSaved.com, you can watch a complimentary, 20-minute, on-demand webinar where I teach how one couple legally converted $1 million from a traditional IRA to a Roth IRA – without paying Roth conversion taxes! This wasn’t a loophole. This was a legal, tax-saving strategy built into the code. This strategy is available to W-2 earners, the self-employed and retirees (at least for now).

When you register and watch the webinar, you’ll also get:

• A complimentary copy of the book, The New Holistic Retirement (pay special attention to pages 49 to 86 which are packed full of tax planning insights)!
• A special report breaking down the “OBBBA” the outcome, opportunities and obstacles.
• Insight into how to avoid the silent tax shift already affecting thousands and how to build your tax-free retirement income before the rules change (again).

Here’s why time matters. Don’t be fooled by the word “permanent.” In Washington, “permanent tax policy” is nothing more a just a punchline. Many of the provisions in the OBBBA expire in 2028. Without a comprehensive wealth and tax-savings plan, your future could be targeted next. Capitol Hill tax policy writers say that tax policy should be written in pencil because the next administration can always decide what they want to erase!

There are three ways taxes can change that could impact you overnight:

• They can change the tax brackets. Before 2017, many people paid 33%. Today that rate is just 24%, but not for long.
• They can change deductions. If Congress hadn’t passed the OBBBA, tax deductions would have been cut in half, increasing taxes for millions.
• They can create new taxes. Social Security thresholds keep creeping up. Currently, up to 85% of your Social Security can be taxed, even with the new $12,000 deduction for senior couples ($6,000 for seniors filing single).

If you’re still saving, you need to learn how to strategically use the market rebound for your retirement with a Roth. If you’re already retired or taking required minimum distributions, you need to know how to protect your income before you’re forced into higher taxes.

Let me ask you a question. Would you rather see 20% to 30% of your hard-earned savings go towards your future or go straight to the IRS? You don’t need to guess. You need a comprehensive wealth and tax-savings plan. Let us guide you.

We teach people how to put that 20% to 30% (or more) of tax-savings back in their pocket using strategies designed for this exact moment in time. But I want to caution you, time is the one thing you can’t buy back. The sooner you act, the more tax you save!

Next steps to saving taxes

Here’s how to request your Saving Tax Optimization Plan (S.T.O.P.) Analysis:

1. Visit TaxesSaved.com – Review the insightful case study webinar that shares two impactful client stories showing how to save thousands in taxes.
2. Review our Taxes Saved On-Demand Webinar – Simply click on the red square with white arrow and learn how to remove your income and assets from the tax system for good.
3. Request your S.T.O.P. Analysis – Saving Tax Optimization Plan.
4. Select a Date and Time – Be specific! Choose a date and time to speak with us so we can assess your tax-saving opportunities.
5. Show Up and Learn Your Tax Risk – We’ll guide you step-by-step through exactly what to do to stop overpaying the IRS and start protecting your savings.

Don’t miss this window of opportunity. Don’t wait for Congress to decide what happens to your retirement. Go to TaxesSaved.com and get your personalized wealth and tax-saving plan today. The tax code has changed, the rules are temporary and the cost of doing nothing is real. Take the first step toward keeping more of what’s yours.

Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as we 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!
www.TheHiddenWealthSolution.com