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Tax Savings Done

In this week’s Hidden Wealth Review, I teach what you can do to save tax in 2022. We help Baby Boomers and retirees minimize, mitigate and even eliminate unnecessary taxes. The other higher, hidden tax impacting us all is inflation. One of the best ways to stay ahead of higher inflation is learning tax elimination.

Click Here for some examples of how we've saved clients from unnecessary taxes.

We just met individually with two clients, both in their late seventies. Both of their Required Minimum Distributions (RMDs) were $70,000 a year! Ironically, none of these clients (one a widow and the other a couple) need the income from their RMDs, but they are forced to take them. As I write in my books, RMD doesn’t actually stand for Required Minimum Distribution. For the clients with whom we work (Baby Boomers and retirees), RMD stands for Retirement Mass Destruction.

As people get within five or so years of retirement, they begin to reach out to us because they see that they need to figure out their retirement taxes. The number one thing that causes Baby Boomers and retirees anxiety is taxation. Most people have saved money in tax-deferred accounts such as IRAs and 401(k)s. They’ve been taught strategies to accumulate money but not strategies on how to efficiently distribute that money.

This coming Tuesday, at my Wealth Protection and Preservation Webinar, I will be teaching distribution strategies that are designed to reduce or eliminate the impact of taxes in retirement. It’s never too late to get a head start on being tax smart.

LEARN What You Can Do to Save Tax for 2022!

One strategy for eliminating unnecessary taxes is what I call “the rich man Roth alternative.” In this strategy, we untax the money in the client’s tax-deferred account without paying that money out of their pocket. Using this strategy, our clients are able to leave an enormous amount of tax-free money to their children and grandchildren. This money has:

  • No federal or state income tax
  • No Required Minimum Distributions
  • No capital gains tax
  • No tax to Social Security income
  • No inheritance tax to family

Another strategy I will teach on Tuesday is how you can use a little-known tax deduction to offset the Roth conversion tax. If you’re someone who’s trying to get tax savings done before the end of 2021, you’ve got to act fast! After Tuesday, there won’t be much time to get tax savings still done in 2021.

It is never too late to get a head start on figuring out how you can be tax smart. Learn now what you can do to lower taxes starting in 2022. Register now to attend Tuesday’s Wealth Protection and Preservation Webinar. Imagine, paying less tax and leaving less tax.

Whether you’re trying to get to retirement or better through retirement, it’s never too late and it’s never too early to get a head start on being tax smart. Get out in front of how to save tax as we head into 2022!

To register for Tuesday’s no-cost, no-obligation, log on and learn financial educational 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!

Joe Biden’s tax plans are targeting high income earners, those with large capital gains as well as those with estates valued over $3.5 million. We find those higher income earners of $200,000 or more or those who have saved $1 million or more benefit the most from our proven solutions with a track record of measurable results.

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!