The Number One Wealth Preservation Piece!

by | Hidden Wealth Reviews

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wealth preservation

In this week’s Hidden Wealth Reviews, I teach the number one thing you can do to preserve your wealth. I want to start with the story of Don and Lisa, from Colorado. They came to us already knowing that they needed to finally do something about taxes.

Don and Lisa explained that finally, of the many financial professionals with whom they’ve worked with, we were the only ones who not only taught about saving taxes but provided them with proven solutions. They firmly believed that the government’s tax target was on them and they were looking for safety and tax-savings. Don said that he’d rather burn the money then give it to the government to waste!

Unfortunately, Don was approaching his first Required Minimum Distribution (RMD). When he takes that first RMD, he will be pushed from a 12% marginal tax bracket all the way to the 24% bracket. This will cause him to pay a lot of additional tax which would be unnecessary with a strategic savings plan.

Click Here to learn Don and Lisa's goals and how they protected their retirement lifestyle using the number one wealth preservation piece.

Don and Lisa wanted to preserve their capital and save taxes at the same time. They needed to protect themselves from the higher taxes caused by their RMDs and they needed to fend off the impact of inflation. They shared they realized they had now entered the distribution phase of retirement. They wanted to learn how to prevent stealth taxes on their Medicare and Social Security that are triggered by RMDs and IRA distributions.

Don and Lisa took the time to learn how they could have both tax-savings and safety for wealth preservation. They discovered that the number one wealth preservation piece is to get rid of unnecessary taxes! If taxes are not properly accounted for in your planning, everything else that follows will be inferior.

Using the proven tax-savings solutions we taught them, Don and Lisa were able to remove their retirement savings from the tax system. They used a solution that I’ll be teaching in this Tuesday’s Protecting Your Retirement from Taxes Webinar. This solution uses a little-known tax deduction to offset the taxes that would have normally been due on converting their traditional IRAs to Roth IRAs. Now, their retirement savings is positioned for wealth preservation with vehicles that grow tax-free, can be used tax-free and that remove the threat of future taxes to heirs. Learn how you can do the same.

LEARN MORE ABOUT WEALTH PRESERVATION

Let me ask you a question. Is the plan that got you to where you are now the best plan to help you going forward? I ask this because many clients we meet with are not addressing the impact of taxes on their Social Security income. More and more people are now subject to losing $6,000 to as much as $12,000 or more per year. For example, the percentage of federal tax returns with taxable Social Security benefits grew from 7.4% in 1999 to 33% in 2017! Unnecessary taxes on your Social Security could amount to as much as $100,000 or more over the course of your retirement.

At this coming Tuesday’s Protecting Your Retirement from Taxes Webinar, I’ll teach you how you can preserve your wealth through tax-savings using tax-advantaged, safe-savings vehicles. Right now may be the best time to learn and implement these tax-savings solutions because tax rates are going up and deductions are headed down.

You work hard for your money. Don’t let your money be wasted on unnecessary taxes. Learn how you can have tax savings and safety. Register now for Tuesday’s webinar and learn how the number one wealth preservation piece can protect and preserve your preferred retirement lifestyle.

To register for Tuesday’s no-cost, no-obligation event, simply follow these four simple steps:

  1. Go to www.RetirementProtected.com (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! www.TheHiddenWealthSolution.com