Please Click the Video to Watch This Important, Short Message 


In this week’s Hidden Wealth Review, I first want to wish you happy holidays. In this holiday season, the greatest gift that our clients give to us is their feedback on what it’s like to be in control of their taxes, as opposed to taxes controlling them.

I want to teach you about the gift of learning how to avoid unnecessary taxes. This means legally insulating your income and your assets from Uncle Sam and the IRS. In this (what feels like) out of control country, avoiding unnecessary taxes is one of the few things Baby Boomers and retirees have learned that they can control. Avoid the coming trickle down tax traps by learning what you can do to save yourself the higher taxes coming in 2022.

If you have an income of $200,000 or more or if you’ve saved over a million dollars, beware. There is a war on wealth in Washington! Sadly, because of the out-of-control spending, the government will be unable to collect enough revenue from income taxes so, they are going to make up the difference with a wealth tax disguised as an income tax. The gift of timing should play a major role in your planning for saving taxes!

Click Here to learn the two biggest coming potential changes that will negatively impact high-income earners and high net worth strong savers.
  1. Roth Conversion – Before 2010, many people were “locked out” of making a Roth contribution based on their incomes and they were also restricted from converting their traditional IRAs to Roth IRAs. The Biden administration wants to reimpose the pre 2010 restrictions possibly not just by income, but by how much the taxpayer has saved.
  2. Limiting Roth Holdings – There is also a move on to limit what types of assets you can hold in a Roth. The government likes for you to hold assets that it can monitor and control. Things such as private equity offerings, real estate and crypto currency are things that are not easy for the government to track. The government wants you to be in things they can track and more easily tax, tax, tax.

It’s never too early and it’s never to late to get a head start on being tax smart. Learn what you can do to avoid the trickle down tax trap policies of the Biden administration.


Learn how you can be a low tax or even a no tax retiree. In this holiday season, the greatest gift that our clients have shared in their feedback is the gift of being in control of their taxes, as opposed to taxes controlling them.

Learn how you can have less market loss risk with higher returns and less cost. I must caution you, however. If taxes aren’t addressed first, everything else will be inferior.

The time to take action to avoid the trickle down tax traps is now. Take charge of your tax savings plan before the rules change by registering for next Tuesday’s Wealth Protection Webinar.

Learn what you can do to protect yourself from higher taxes in 2022. This coming Tuesday, at my Wealth Protection Webinar, I will teach you concepts and strategies with proven track records of measurable results. You’ve worked hard for your money. Let’s get to work protecting it!

To register for Tuesday’s no-cost, no-obligation, log on and learn financial educational event, simply 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 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!

Joe Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more or those who have saved $1 million or more benefit the most from our proven solutions with a track record of measurable results.

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!