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retirement and taxes

In this week’s Hidden Wealth Reviews, I teach that, for Baby Boomers and retirees, it is time to recalibrate your retirement in the areas of taxation and savings deterioration. I recently met with a couple who were seriously concerned about what they could do to control, protect and secure their retirement. They were alarmed by all this economic turmoil. Several recent clients who just came to our practice have shared that they have lost $38,000, $50,000 and $150,000 in just the last six weeks!

The Federal Reserve’s inflation-fighting rate hikes, Bidenomics, unchecked government spending and runaway inflation are pushing our economy to the limit! Treasury Secretary, Janet Yellen has said that they’re going to do everything in their power to balance the budget over the next 10 years. To the contrary, the Biden administration is adding trillions to the budget. They have already added $2 trillion in deficit spending over last years budget.

Where will the government get the money it needs to pay for this deficit spending? The easiest place to find large repositories of new tax money is in ticking tax time bomb retirement savings accounts such as IRAs and 401(k)s. If you’re someone who’s trying to get to retirement or better through retirement you need to be aware that there’s a distinct difference between the strategies you use in the accumulation phase of retirement planning and the strategies you use in the distribution phase.

Accumulation phase strategies are focused on growth. The distribution phase should focus on how to strategically spend down the accumulation phase savings. We meet with a number of people who are facing Required Minimum Distributions (RMDs). If you don’t do something about reducing or eliminating RMDs, the federal government is going to tax you heavily. Almost every day in our practice, we meet with people who are in this position.

Click Here to learn how Phil and Stacy were able to remove their retirement savings from the tax system without having to pay any tax from their pocket.

Phil and Stacy were concerned about their RMDs. They realized that the Tax Cuts and Jobs Act (TCJA) will sunset soon and, when it does, tax rates will return to their pre-TCJA levels. The standard deduction will also be cut in half. At the same time, itemized deductions are being dissipated by the federal government.

Phil and Stacy were amazed when we taught them one little-known tax deduction that could give them an up to 100% tax deduction for a certain investment. This strategy enabled them to gain a $150,000 tax deduction. In conjunction with our tax team, they converted $150,000 from their traditional IRA to a Roth IRA. By using this deduction they offset the taxes due on the converted amount, resulting in them paying zero tax on the conversion.

Using this strategy to get the federal government to fund Roth conversions is one of the most satisfying things that our firm does. We’d love to teach you this strategy as well. The time to save taxes for 2023 is coming to an end so the time to act is now! To learn how to avoid unnecessary taxes, register for and attend this Tuesday’s Tax Protecting Your Retirement webinar.

Could Your Retirement Tax Bill Be Too Big?


The time remaining in this year is just as critical as the time remaining for the Tax Cuts and Jobs Act. If you are approaching your RMD age or if you are drawing down your retirement savings for retirement income, you need to act now. If you delay too long, the government forces you into paying higher taxes through forced RMDs. Learn how to mitigate and ideally, eliminate taxes on your retirement income and assets.

If you are already taking RMDs, let me teach you how to reduce or eliminate them. If you are using your IRAs for income and suffering under the tax burden, let me teach you how to get more of your income tax-free or pass more of your IRA assets to your family, tax-free.

At Tuesday’s Tax Protecting Your Retirement webinar, I will be teaching:

  1. How to reduce your income tax.
  2. How to reduce your Social Security tax.
  3. How to prevent Medicare tax.
  4. How to prevent inheritance tax.

You work hard for your money. Imagine, more financial success, less worry, less stress and less taxation. Let me teach you real solutions with a track records of measurable results. Discover how you can learn to recalibrate your retirement.

Learn your tax risk road by using our simple, web-based retirement tax calculator. To access the calculator, go to, enter the required information and learn, in 30 seconds, what is probably your best case retirement tax bill.

Once you learn your tax risk road, register 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!

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!