The Top Mistake People Make in Retirement Accounts

In this week’s Hidden Wealth Reviews, I teach about taxes, tariffs and trade deficits. I want to teach you how this trifecta of traumas can work to your advantage. The market’s initial reaction to the tariffs creates the perfect opportunity to Roth convert your traditional, tax-deferred retirement accounts before your account balances go higher. A lower account balance means less to convert. Then, when the market moves up, your gains will post into a tax-free Roth!

It’s no secret that President Trump likes to make great deals. Lately, he’s been on a win streak and stacking up tariffs to our advantage. In June, the U.S. had a $27 billion tariff surplus. This was about $4 billion more than the May surplus. The June to June, bottom line comparison with last year, shows tariff collections are up a whopping 301%!

It looks like Donald Trump is doing his job. Now, it’s our turn to do ours.

This week on Taxes Saved Radio, I talk about The seven big mistakes that people make in their retirement accounts. The biggest of these mistakes is not having tax diversification. I share how couples can generate a road map to create $126,000 of tax-free income in 2025.  You can learn how to mitigate and even eliminate taxes by catching our radio programs on your favorite streaming application at Taxes Saved Podcast.

The One Big Beautiful Bill Act (OBBBA), the Outcomes, the Opportunities and the Obstacles is a report that I want to get into your hands. Along with this report, I want to gift you a book, The New Holistic Retirement. Pages 49 to 86 of this book are chocked full of tax-savings insights.

To get your copy of this book and the report, simply go to TaxesSaved.com and register for my on-demand, Taxes Saved webinar. This short, informative, educational webinar will teach you how you can use deductions that many people believe are only available to business owners and the ultra-wealthy. This webinar covers two easy to follow case studies that will show you how our clients, who are working with high W-2 income, who are self-employed or who are already retired save taxes by using strategies employed by the ultra-wealthy.

Take Control of Your Retirement Accounts

At our on-demand, Taxes Saved webinar I’ll walk you through real client case studies showing how our clients used the current tax laws to:

1. Legally convert $1 million to a Roth IRA – with zero tax liability.
2. Lower their taxable income by six figures annually.
3. Create over $120,000 of tax-free income in retirement – even when they are already drawing Social Security.
4. Move up their retirement date by redirecting taxes into savings.

Take control of your taxes before Washington does! If you’re tired of playing defense with your taxes, then it’s time to take the offensive. Here’s how to get started:

1. Visit TaxesSaved.com – Watch the short case study webinar to see how others are saving serious taxes.
2. Review our Taxes Saved on-demand webinar – See how everyday people are using today’s tax laws to eliminate unnecessary taxes.
3. Request your S.T.O.P. Analysis – This stands for Saving Tax Optimization Plan, and it’s built around your exact situation.
4. Select a Date and Time – Choose when you want to speak with us. Don’t guess – get personalized answers.
5. Show Up and Learn Your Tax Risk – We’ll walk you through the exact steps to stop overpaying the IRS and start protecting your wealth.

The OBBA is officially in effect, for now. But the tax code changes fast. Washington likes to call some tax changes “permanent,” but we all know better. History shows us that the tax rules are written in pencil and Congress can erase them overnight.

This is your time. The longer you wait, the more you risk. Congress won’t wait for you. The IRS won’t give you a do-over. But you can take control, starting today!

Go to TaxesSaved.com now. Watch the webinar, read the report and request your S.T.O.P. Analysis. Your retirement should be yours – not Washington’s.

Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as we 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!
www.TheHiddenWealthSolution.com