Please Click the Video to Watch This Important, Short Message 

In this week’s Hidden Wealth Reviews, I teach that, if you’re concerned about taxes and you’re committed to seeing how much lower your taxes can be, still in 2023, be aware that the Democrat’s 2024 election pitch is being driven by a “tax the rich” message. This news came from an article posted on Bloomberg Law this past week.

Tax increases are coming and it’s not just a matter of how much but a matter of how much higher! Put another way, it’s not a matter of if taxes go up, it’s a matter of how much they will go up and how fast.

When you spend money at an unrestricted pace, you need to find new ways to raise taxes. A good way to gather more taxes is to prevent people from lowering their taxes. Examples of this are preventing people from converting their traditional IRAs to Roth IRAs and eliminating deductions.

Even though the tax rates aren’t scheduled to increase for a few more years (when the Tax Cuts and Jobs Act expires), the time to act is now! I recently met with Art, who realized that he should have taken steps to reduce his taxes earlier. Art is 70 now and he retired about four years ago. Art is now facing his Required Minimum Distributions (RMDs) and he wanted someone to look at his financial situation from a wealth preservation perspective.

Even though Art reached out to us after he retired, we are now seeing many people in their mid to late fifties who do not want to put off addressing taxes in retirement. This is a great strategic decision because delaying these decisions has a heavy cost. The sooner you address taxes, the more you save.

Art was having to pay almost four times his previous Medicare Part B and D premiums due to the income from his RMDs. He realized that he could have prevented this if he had only acted sooner.

There’s encouragement to unequivocally raise taxes because “There’s plenty of room to raise taxes,” so says billionaire Paul Tudor Jones. He claims that the U.S. will need to change Social Security and cut federal health insurance to deal with a worsening debt crisis — are you ready? Senate Finance Committee Chair Ron Wyden (D-OR), is preparing a bill that would impose an annual tax on the appreciation of publicly traded assets such as stocks and bonds.

Click Here to learn how our clients, Jack and Alice, were able to fashion a retirement plan that met their goals while shielding them and their family's legacy from unnecessary taxes.

Jack and Alice came to us in their mid-fifties. Their goals were tax elimination, retirement income maximization plus legacy and lifestyle preservation. Their key emphasis was preservation. They were at least 10 years from retirement and they wanted to have a solid plan to get them there with as little tax exposure as possible.

We were able to teach Jack and Alice how they could enjoy tax-free retirement income that they cannot outlive, meeting their preservation goal. This solution also allows them to pass their unused retirement savings to their four children, tax-free. They now have a comprehensive retirement plan that’s protected from inflation, taxation and market deterioration.

Jack and Alice learned how to control what they can control. As a result, they are now on the road to becoming low-tax or no-tax retirees, all the while protecting their family’s legacy! Let me teach you how you can do the same. Register for and attend this coming Tuesday’s Tax Protecting Your Retirement webinar.

Could Your Retirement Tax Bill Be Too Big?


Don’t fall victim to the tax the rich election pitch! Control what you can control by getting ahead of the tax increases that are coming. Now is not the time to be sitting on the sidelines. Learn how you can be a low-tax or a no-tax retiree. Register for this week’s no-cost, no-obligation Tax Protecting Your Retirement webinar.

If you are serious about learning how much lower your taxes can still be in 2023, you must register for Tuesday’s webinarBut hurry, your window of opportunity to still save taxes this year is closing!

Register for Tuesday’s no-cost, no-obligation financial 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!

For those who are really serious about un-taxing their money this year, please be aware that IRA custodians have cutoff dates for transferring funds. Being unaware of these cutoff dates could prevent you from moving your money in time to save taxes this year!

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!