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tax savings alternatives

In this week’s Hidden Wealth Reviews, I teach about the retirement savings alternatives and the tax-savings alternatives. Following last week’s Hidden Wealth Reviews on retirement savings alternatives, a number of people reached out to ask us about tax-savings alternatives.

The big response is understandable, given that Fidelity reports the average retirement account plunged 22.9% last year. Almost a quarter of what people have worked so hard to save has now evaporated. Just getting back to even from an almost 23% loss requires a nearly 30% return.

If you are in retirement and your account is down 25% and you withdraw 5% from the account, that account has now been negatively sequenced 30%. Twenty five percent from the market loss and 5% from your withdrawal. When your account is down 30%, you need almost a 43% return just to get back to even. The time to look at and learn about alternative strategies is now! I’ll be teaching these strategies this coming Tuesday at my Wealth Protection Webinar.

Our clients have used these alternative strategies for years. Our clients have vehicles that are fully protected when markets take a downturn. There are retirement savings alternatives that perform better in volatile markets.

Imagine, knowing your retirement savings gains can’t be lost and that, when the market loses, you get to start your new gains when others have to start to make up for their losses. Imagine, having your income distributions increasing at rates that are higher than inflation.

Click Here to discover how you can learn more about the tax-savings and retirement savings alternatives that our clients have used for years.

One of the alternatives we use is institutional money management. Using this strategy, you’re still in the market, but you dictate the amount of risk you take. This is very different from traditional retail investing. Institutional money management proactively manages the account risk target and non-IRA accounts are managed in a very tax-efficient manner.

The other alternative that I’m teaching on Tuesday is indexing. Using this strategy, you enjoy upside market gains but you never suffer downside market losses. For clients who need income in a down market year, they don’t worry about taking money from an account that’s down because they’re taking money from an account that can’t go down! This strategy has been a huge peace of mind saver for our clients.

When it comes to tax-saving alternatives, we have a strategy that will provide a 75% to 80% tax deduction. Last year, this alternative also provided an 18% yield. This strategy is an outside-of-Wall Street investment that many of our clients have used to offset the taxes due on converting a traditional IRA to a Roth IRA.

Learn More About Tax Savings Alternatives

Tuesday, at my Wealth Protection WebinarI will teach you how you can have IRS approved tax alternatives and alternative retirement savings strategies. To learn these alternatives, you must register for and attend Tuesday’s webinar.

You’ve worked hard for your money, let’s get to work protecting it from taxes and market downturns! Register now for Tuesday’s Wealth Protection Webinar and discover where your tax-savings alternatives and retirement savings alternatives can be in 2023.

To register for Tuesday’s no-cost, no-obligation event, simply follow 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!