Two Minutes to Save a Lot of Tax

In this week’s Hidden Wealth Review, I teach you how just two minutes can save you a ton of tax. During an annual review with a client this week, we discovered how some of the new tax provisions allowed us to save him from paying unnecessary tax on $300,000. This amounted to a $111,000 savings on his 2018 taxes. The check he writes to Uncle Sam this coming April will be for $111,000 less!

Another client started his own business this year. Because he had no withholdings this year, we were able to reverse engineer the elimination of $37,000 in unnecessary taxes. This will accomplish a zero income tax bracket in 2018.

I’m reminded of yet another client who had huge capital gains built up in a brokerage account. Money Magazine just published an article warning that, due to all of the market gains in 2018, many mutual funds are going to be throwing off much larger capital gains in 2018. This particular client had about $50,000 in capital gains that we were able to zero out completely. As a result, he saved $10,000 in unnecessary tax!

We only have about two weeks left to get a plan designed, explained and implemented in order to save you tax for 2018. We can help you if you:

  • Sold a large appreciated asset such as a business or property,
  • Had higher than normal income this year, 
  • Have a capital gain in your brokerage account or
  • Had Required Minimum Distributions that pushed you into a higher income tax bracket,

Please email us at

Please be sure your email includes your name, best contact number and the best day and time to reach you (Monday – Friday, 10:00 AM to 5:00 PM Eastern Time). Due to time constraints, we’re only able to serve people on a first come, first served basis. If you’re serious about saving tax then you should be concerned about all of the tax uncertainty following the mid-term elections. Now is the time to act!

There’s still time to save tax in 2018. Email us right now to stop over-paying taxes you don’t owe in 2018.

Those who send us an email requesting a custom Tax Savings Analysis will receive a complimentary electronic copy of my latest book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement. In this book, I teach how to build a tax-free lifetime income including a tax-free Social Security income and NO Required Minimum Distributions! Be sure to send that email now, while there’s still time to save tax for 2018!

Don’t fall victim to the government’s perfect taxpayer scheme. Learn to ignore Wall Street’s fraudulent financial promises of future income and cash. Learn how to legally reduce your taxes and keep more money for yourself to spend on grandchildren and travel. Simply email with your name, phone number and the best day and time to reach you (Mon.-Fri., 10:00 AM to 5:00 PM Eastern Time). Here’s that email address again:

Here’s to your Hidden Wealth,

Chuck Oliver
Best-Selling Author