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pass their wealth

In this week’s Hidden Wealth Reviews, I teach about an article in Kiplinger magazine titled, “The Seven Critical Steps to Building Wealth.” One of the major concepts in the article is that the ultra wealthy think differently when it comes to financial matters. The ultra wealthy do not do what 99% of the other people do.

When I launched our wealth planning firm, I asked myself, “What is the number one area that costs wealthy clients the most and ironically gets the least amount of attention?” I discovered that the biggest area which high income earners and financial professionals overlook is taxation and providing solutions on what to do to save taxes!

The first resource I want to offer you is our no-cost, no-obligation Tax Protecting Your Retirement webinar, which I am hosting this coming Tuesday. At this financial educational event, I will teach you what the ultra wealthy have done to build, retain and successfully pass their wealth.

Don’t be thrown by the terms “wealthy” and “ultra wealthy.” If someone has saved $500,000 or more towards retirement, they can count themselves among the ultra wealthy. I say this because studies have shown that the average Baby Boomer has saved between $135,000 to $150,000 in total.

Obviously, everyone wants to do as much as they can with what they have. Where people are really exposed is the area of taxation. That’s because most people use tax preparers and, as a consequence, they don’t have any tax planning. There’s a significant difference. As famous U.S. District Court Judge Learned Hand said, “In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal.” Excessive and unnecessary taxes are a major reason we have a retirement crisis in this country!

As the first crucial step to save taxes, we provide a simple, web-based calculator that allows you to discover the retirement tax bill that you will face. To use this resource, go to, enter the required information and learn, in 30 seconds, what is probably your best case retirement tax bill. This way, you will know the retirement tax risk road you are traveling.

Click Here to discover how your retirement tax calculation can help you plan a more successful and prosperous retirement.

Once you know the tax risk road you are traveling, there are two things you need to determine:

  1. How to prevent unnecessary tax from happening by removing your savings from the tax system.
  2. Where to safely place those assets you removed from the tax system so that they’re protected from market and inflation deterioration.

These are unique times that call for unique solutions. At Tuesday’s webinar, I will teach you indexing strategy. This solution protects you from market deterioration and can help grow your retirement savings faster. I will also teach you how to use higher market participation indexing to create a higher, tax-free, lifetime income that also protects future generations from inheriting your tax burden.

I will also teach a little-known strategy where (those who qualify) can earn excellent returns in a leading growth industry. Clients who use this strategy receive a tax deduction that is used to offset Roth IRA conversion taxes and/or large capital gains taxes.

Could Your Retirement Tax Bill Be Too Big?


Learn how to successfully avoid unnecessary taxation and market deterioration. Learn your retirement tax risk road at RetirementTaxCalculator.comThen, learn how the wealthy build, retain and successfully pass their wealth by registering for my Tax Protecting Your Retirement webinar.

You work hard for your money. Imagine, more financial success, less worry, less stress, less taxation and keeping more of your wealth for yourself and your family.

Register for Tuesday’s no-cost, no-obligation financial educational webinar, by simply following these four simple steps:

  1. Go to (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!