Please Click the Video to Watch This Important, Short Message
In this week’s Hidden Wealth Reviews, I teach about a crucial truth that most people miss about retirement. It’s a truth that, once you understand it, can change everything. I’ll be teaching this and more during my no-cost, no-obligation educational webinar this coming Tuesday at www.RetirementProtected.com.
The crucial truth is that most people don’t retire with a plan, they retire with a portfolio. There’s a big difference between the two.
If you’ve been told that having a few accounts and a financial advisor means that you’re ready for retirement, you’ve been misled. A real retirement plan goes beyond market growth. It addresses tax risk (including legislative risk). It helps you make smart, simple decisions just like the ultra-wealthy do. A portfolio is just a collection of accounts. A real plan is a clear, coordinated strategy to protect your income, reduce your taxes and secure your future.
That’s why I want to get a copy of The New Holistic Retirement into your hands. I wrote the foreword to this powerful little book and I believe that every serious saver should read it. You can finish it in one sitting, but the value it delivers can last a lifetime.
This Tuesday, I’ll walk you through what most people miss when it comes to protecting their savings. Register for my Remove Your Wealth from Washington webinar now at www.RetirementProtected.com and I’ll send you a complimentary copy of The New Holistic Retirement. This book is not just about saving money; it’s about saving your future.
A client who recently read the book told me, “I never realized how exposed I was to tax legislation, not just the risk of future higher taxation.” Feedback such as that makes all the difference. Retirement isn’t just about the numbers; it’s about the rules that can change after you’ve already made your decisions. While tax risk is real, legislative tax risk is the silent threat very few talk about yet everyone faces. Let me teach you how to avoid being blindsided!
A major spending bill barely squeaked through the House this past week. Now, the spending bill is headed to the Senate, where some Republicans are already saying they won’t approve it unless there are more spending cuts. That’s because our national debt will add another $3.72 trillion dollars. With so much debt to cover, where do you think Washington will go to collect more taxes? The obvious place, of course, is your retirement savings.
That’s why the timing of this Tuesday’s webinar matters. At this financial educational event, I will teach you how to:
- Offset Roth conversion taxes using smart deductions.
- Avoid unnecessary taxes on Required Minimum Distributions (RMDs).
- Plan smarter with regards to taxes on Social Security and Medicare.
- Leverage Roth IRAs and Roth alternatives for tax-free growth.
Don’t fall for the myth that Roth conversions are only for when you have lower income. In fact, the higher your income, the more important it is to Roth convert earlier. Taxes are on sale right now. If you knew prices were going up tomorrow, you’d act today. This situation is no different.
If you’re within five years of retirement (or already there), you need a plan, not a portfolio. You need protection, not just participation. You need confidence, not guesswork. Every week, we meet with people for whom guessing has been very expensive. Learn how to get out in front of Washington’s next move. Let me teach you to protect your hard-earned savings, maximize your income and minimize the government’s reach into your retirement.
REQUEST YOUR S.T.O.P. ANALYSIS NOW
How Big is Your Retirement Tax Bill?
NEXT STEPS TO PROTECT YOUR RETIREMENT
Join me for this coming Tuesday’s complimentary Remove Your Wealth From Washington webinar. Register for Tuesday’s no-cost, no-obligation webinar by following these four simple steps:
- Go to www.RetirementProtected.com.
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double-check your email address.
- Click “Reserve My Spot!”
Once you’ve registered, you’ll receive an email containing a personal access link to join Tuesday’s event along with a link and code to download The New Holistic Retirement. This is your opportunity to learn how to protect your wealth from Washington and finally retire with a plan, not just a portfolio.
Don’t wait for Congress to change the rules in the middle of the game. Take control of your future before Washington takes control of it for you. Register now at www.RetirementProtected.com.
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
