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gaps in retirement

In this week’s Hidden Wealth Reviews, I teach about the two greatest gaps in retirement. These two gaps can cause an entire disruption of someone’s retirement. So, whether you’re trying to get to retirement or better through retirement, it’s never too early and it’s never too late to get a head start to being gap retirement planning smart.

This Tuesday, at my Tax Protecting Your Retirement webinar, I will be taking a deeper dive into solutions that have proven track records of measurable results. These are strategies you can implement to prevent these gaps.

The two greatest retirement gaps are:

  1. Long-term planning. Knowing the importance of transitioning from the accumulation to the preservation phase of retirement. Studies show that many people at or near retirement age have major gaps in their planning. This makes them vulnerable to financial problems in retirement. The sooner you can get out in front of retirement planning gaps such as Required Minimum Distributions (RMDs), Social Security benefits, Medicare elections and Roth IRA conversions, the better
  1. Taxes. Taxes in retirement have never been more concerning than right now. If you don’t have a comprehensive wealth plan that accounts for the impact of taxes, there will be a huge gap in your retirement.
Click Here to discover how several of our clients were able to cover their retirement gaps to avoid unnecessary taxes to themselves and their heirs.

Bruce is a single tax filer. He’s been taking his RMDs, which amount to $100,000 annually. He is in his seventies and he was in need of some tax relief. We showed Bruce how to remove $200,000 from his traditional IRAs to a Roth IRA, saving him $64,000 of taxes! That’s a 32% return on tax.

Mark and Kristen are in their sixties. They just retired and one of them is receiving installment payments from selling their business. They have adult children and they don’t want to leave a big tax burden for them. Mark and Kristen have saved a lot of money in tax-deferred, ticking tax time bomb retirement savings accounts, such as IRAs.

After meeting with us, they are now using a strategy that allows them to have tax-free income for life and leaves no tax liability for their adult children. Now, they have a long-term wealth plan and a tax plan. Each of these is closing the retirement gaps for them.

Mark and Kristen still need to make their Social Security elections. But first, they need to make a strategic decision about Mark’s pension option. If they don’t make the right decision, they will have 85% of their Social Security income benefit taxed for the rest of each of their lives! By making the right decisions, they saved over $200,000 in taxes over their projected lifetimes.

By using one little-known tax deduction that I’ll be teaching at Tuesday’s webinarBruce, Mark and Kristen were able to offset the taxes that would have normally be due on their Roth conversions, saving them thousands of dollars! Let me teach you this same strategy.

Could Your Retirement Tax Bill Be Too Big?


You work hard for your money! Learn how much lower your taxes can still be in 2023. Go to and learn, in 30 seconds, the tax bill that the government is preparing for you.

Once you learn your tax risk road, discover how you can have long-term retirement planning that covers the retirement gaps. Register now for Tuesday’s no-cost, no-obligation financial educational 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!