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Tax Avoidance

In this week’s Hidden Wealth Solution Review, I want to let you know that we had an overwhelmingly positive response to the retirement tax savings/avoidance learning opportunity at, last week. Baby Boomers and retirees from around the country learned how to overcome their greatest tax challenges for retirement. Our Saving Tax Optimization Plan (S.T.O.P.) Analysis provides the opportunity to see the tax risk road on which you are traveling and the most beneficial re-routes you can take to avoid unnecessary taxes.

The biggest tax challenges that we see from the inquiries on the website are from people who want to:

  • Un-tax their traditional IRAs and convert them to Roth IRAs
  • Remove the inheritance tax risk to their children
  • Reduce taxes from their Required Minimum Distributions (RMD)s
  • Avoid capital gains taxes on the sale of real estate or their business

We are able to reduce and even remove taxes by optimizing special provisions in Trump’s Tax Cuts and Jobs Act. Many Baby Boomers and retirees are not aware of the tax savings provisions in the Tax Cuts and Jobs Act that provide up to 100% tax deductions. These deductions can provide a zero capital gains tax rate for those who qualify.

A couple from Scottsdale, Arizona asked (in fear that Trump won’t be re-elected) how quickly they could start looking at Roth conversions. Their desire was to get the money out of tax-deferred accounts before the tax rates start to skyrocket.

There’s no doubt that the stimulus we’ve already spent and the further stimulus that’s already being talked about will cause federal tax rates to soar. There’s also speculation that many of the jobs which evaporated during social distancing will not come back. This means fewer workers paying less taxes. This will drive the states, many of whom already have tax shortfalls, to seek new sources of tax revenue.

I recently spoke with someone who really wanted to un-tax their retirement income because it was causing taxes on their Social Security and creating higher Medicare Parts B and D premiums. Many people have expressed their concern about leaving their retirement savings to their children without leaving them a huge tax bill, courtesy of the SECURE Act. This law forces a 10 year distribution of a non-spouse inherited IRA. This provision of the law can have devastating tax consequences for the children and grandchildren who inherit the account.

There’s no better opportunity to save taxes on your money than in 2020! Believe in better! You’ve worked hard for your money, learn how you can avoid having your money taxed to the max. Don’t let RMDs force you into a higher marginal tax bracket, cause up to 85% of your Social Security to be taxed and increase your Medicare supplemental premiums.

Learn how you can avoid a reduced or a tragically ruined retirement by learning to un-tax your retirement money in 2020. Simply go to our resourceful website, and request your own S.T.O.P. Analysis. For those who are trying to get to or through retirement, requesting a S.T.O.P. Analysis is essential. Don’t worry, there’s no sales pitch and no fine print. The S.T.O.P. Analysis teaches you how you can stop overpaying taxes. It does this by teaching you the tax risk road you’re traveling and how to reroute yourself to remove the unnecessary taxes.

When you request your S.T.O.P. Analysis, you will receive my new guide, Retirement and Your Taxes, How to Get the IRS Out of Your IRAs and Remove Uncle Sam from Your Children’s Inheritance. This guide covers the Tax Cuts and Jobs Act’s impact on you and your retirement as well as the effect of the SECURE Act on your children and grandchildren’s inheritance.

When requesting your S.T.O.P. Analysis, please be specific as to the exact day and time that you wish to be contacted. Please be sure to give your best telephone number where you can be reached on the specific day between 10:00 AM and 6:00 PM Eastern time. Please be specific and please don’t list “anytime” as your desired time to be reached.

Let me leave you with one final thought. You’ve worked hard for your money, don’t needlessly give it away to the government in unnecessary taxes. Let us teach you how you can legally, ethically and morally avoid unnecessary taxes that rob you and your children of that hard-earned money. Let’s get to work!

Retirement Your Taxes Guide



Request your Saving Tax Optimization Plan (S.T.O.P) Analysis & receive our time sensitive, easy to read, 2020 Retirement & Your Taxes Guide.

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.

Charles 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!