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In this week’s Hidden Wealth Review, I have three words for you: tax, tax and tax. You deserve to pay the lowest amount of tax possible and I want to teach you how to save tax and explain why 2020 is the best year to do so.

Here’s the opportunity that’s presenting itself. There are three major things that are typically seen as negatives that can now be orchestrated so that they become positives.

  1. Tax rates may never again be at this low of a level. That’s because we currently have a pro low-tax president. That will change after President Trump’s second term or it could change after this year if he is not re-elected. What’s waiting in the wings if Donald Trump isn’t re-elected is anything but a low tax president.
  2. Account values are still down for many people. This provides an opportunity to convert tax-deferred accounts to un-taxed accounts and pay less tax because the account balances are lower now. To capitalize on this you should take action before the account values go back up.
  3. Taxable income is down for those who are still working. If you’re currently employed, your taxable income maybe down this year compared to past years. Being in a lower taxable year provides you with the opportunity to un-tax a greater amount of your tax-deferred savings and pay less tax.

These three factors create a set up of opportunity. While many people may see these as setbacks, you can use these “setbacks” to create your next set up. Keep your focus on the future.

I’m reminded of a client couple who came to us when they were in their sixties. They did a strategic Roth conversion. By doing so, they were able to save over $1.2 million in unnecessary taxes (assuming that tax rates don’t go up). They were also able to avoid passing on any tax burden to their children and grandchildren. In this way, everyone benefits.

I do want to caution you about doing a strategic Roth conversion. There are many wrong ways to do a Roth conversion and really only one main right way to do one. At The Hidden Wealth Solution, we use common sense solutions, each with a proven track record of measurable results to give our clients peace of mind that their Roth conversion was done correctly.

We have been getting many inquiries about our Saving Tax Optimization Plan (S.T. O.P.) Analysis. The S.T.O.P. Analysis will show you the tax road you’re on so you can compare that to the lesser tax road route you could be taking. This analysis is saving Baby Boomers and retirees large amounts of tax. Don’t worry, there’s no sales pitch, no surprises and no fine print. To request your S.T.O.P. Analysis, simply go to, complete the required information, provide us with a specific day and time to reach you and then submit your information.

When you request a S.T.O.P. Analysis, you will receive my complimentary guide, Retirement and Your Taxes, How to Get IRS Out of Your IRAs and Remove Uncle Sam from Your Children’s Inheritance. This guide will explain the Tax Cut and Jobs Act as it impacts you and your retirement as well as the repercussions of the SECURE Act as it applies to your children and grandchildren’s inheritance.

You’ve worked hard for your money. Let us teach you how you can save a lot of money on tax. If there was ever a year to save money on tax, it’s 2020. With all that’s happening now, timing and shifting have become more important. Let me ask you a question, are you ready to learn how to optimally save money on your taxes?

Let me leave you with one final thought. Imagine, more time; more time with family and more financial success. With all of the stimulus being spent to get us past this coronavirus setback, it’s predictable that taxes will have to go up to pay for all the stimulus. You deserve better and there’s never been a better time to save on your taxes. Let’s get to work!

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. Let’s get to work!

Charles 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!