Please Click the Video to Watch This Important, Short Message 

In this week’s Hidden Wealth Reviews, I teach about the three reasons that show you may care more for the IRS than you do your own family.

  1. Ignoring the tax sale. The Tax Cuts and Jobs Act (TCJA) has given us our currently low tax rates. When the TCJA sunsets, tax rates will return to their previously higher levels and the tax sale will be over. Don’t overpay your taxes!
  2. Creating a big tax burden for your surviving spouse. The “widow’s tax” is a situation which occurs when the surviving spouse has less income but pays higher taxes, due to filing single with large IRA balances and/or distributions.
  3. Dumping highly taxable amounts of money on your children. When you pass, your children get a ticking tax time bomb in the form of your inherited IRA when they are in their highest tax-paying years.

Joe Biden has stated his intention to sunset the TCJA as soon as possible (if he is reelected). This means that everyone’s taxes will increase, not just those earning over $400,000 a year.

The proposed Biden budget contains the highest capital gains tax rate in our history (44.6%). If you have a business, an appreciated stock portfolio or appreciated real estate, there’s a proposal to tax those who inherit these assets on the unrealized gain in their value. In other words, your children don’t even have to sell their inherited assets in order to be taxed on the gain. As I stated earlier, the tax on this unrealized gain can be as much as 44.6%! Using the proper tax strategies, this tax can be avoided altogether. 

If you don’t have a preservation and distribution plan, you probably have just an accumulation plan. These are typically put together by big box store brokerages that won’t talk to you about taxes. They only want to talk to you about managing your portfolio for accumulation. Let me ask you a question. How great is the sole focus of accumulating your IRA portfolio if it causes your taxes to balloon in the future?

    How Big is Your Retirement Tax Bill?

    Protect Your Family’s Legacy Rather Than The IRS

    Learn how to remove your wealth from the Washington’s tax war before Washington simply removes your wealth! Let me teach you how to protect yourself and your legacy. Register for and attend next Tuesday’s Remove Your Wealth from Washington webinar. This no-cost, no-obligation financial educational event will teach you solutions that will take care of you and your family’s legacy, rather than taking care of the IRS.

    Of all the things that we can’t control, the one thing we can do something about is taking advantage of the TCJA tax sale & learning how to remove taxes. You work hard for your money. Imagine, removing your wealth from Washington during the tax sale.

    Learn how you can enjoy more financial success, less stress, less worry and less taxation to you and your family. Show that you care more about your family than the IRS.

    Register for Tuesday’s webinar by 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!

    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!