In this week’s Hidden Wealth Review, I teach that the top two Baby Boomer concerns are income taxes and stock market crashes. Several people have shared with me their concern that the current market could suddenly just tumble. Many have shared their frustrations on how much tax they are paying in retirement. They are asking me what they can do to protect themselves from crashes and taxes.
To avoid a catastrophic loss, people are going to extremes such as keeping their money in cash to protect it from the big crash they believe is coming. Many clients felt they had taken a more conservative allocation and were shocked to learn their present exposure. Our portfolio analysis tool allows us to show the potential exposure a client would face should another 2008 style crash hit. Several clients have discovered that their advisers don’t have them as conservatively invested as they thought. One client, in particular, stood to loose as much as 65%! Most of the client portfolios that we’ve analyzed have had an exposure risk of between 25% to 65%.
This coming Tuesday, I’ll be teaching how to avoid stock market crashes and how you can legally avoid overpaying unnecessary taxes. This no-cost, no-obligation educational event will teach you how you can do both.
In working with Baby Boomers for over two decades, I have found that the two things that prevent them from enjoying the retirement lifestyle they want are the market bubbles (which always burst) and overpaying taxes. In fact, many of them tell me that it feels as if they are paying more income tax in retirement than they did when they were working!
You can avoid these traps! Register now for Tuesday’s log-on and learn event. Learn how to eliminate the stock market losses and the unnecessary income taxes that rob you of the retirement lifestyle you deserve.
To register, simply go to www.RetirementProtected.com, enter the required information and submit your registration. Once you’ve registered, you’ll receive an email containing a personal link to join Tuesday’s event. These events fill quickly so hurry and register. Just for registering and attending, I will gift you an e-copy of my book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.
-Spouses are encouraged to attend this event together-
Or Call
(855) No Tax 2 U
(855) 668-2928
Here’s to your Hidden Wealth,
Chuck Oliver
Best-Selling Author