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In this week’s Hidden Wealth Review, I want to give you some good news and it’s all about predictability. I want to teach you how you can have more income, more time and more financial success. This all relates to two key words, “timing” and “shifting.”

The “V” to which President Trump has recently referred is the situation where the stock market’s severe drop has the potential to experience a rapid rise up. Sadly, in just a matter of weeks, people have given back all of the market gains they had from last year. Presently, many people are still 20% below from where their account values were. Making or losing 20% in the market is not predictable. On the other hand, saving 20% or more on your taxes is predictable. There may not be a better time to save tax money than 2020.

With more downtime during social distancing and quarantine, many clients have more time to read and analyze. We’ve recently met with and helped many Baby Boomers and retirees from all over the country. We have a proprietary program for saving taxes, known as the Saving Tax Optimization Plan (S.T.O.P.) Analysis. This analysis shows you the retirement tax risk road that you are on so that you can compare and contrast that to the tax savings route road on which you could be traveling. We teach you proven tax-savings strategies, each with a track record of measurable results. Now’s the time to take advantage of these strategies while tax rates are still low and before account balances start to increase. Increased IRA and 401(k) account balances mean increased taxes.

Learn how to get your money out of the traditional IRA tax trap. The tax-deferred retirement account tax trap not only reduces your retirement through increased income taxes, it also triggers additional taxes such as taxing up to 85% of your Social Security and it can result in higher Medicare parts B and D premiums. The tax-deferred retirement account tax trap also endangers your children and grandchildren’s inheritance due to the changes that were created by the recently enacted SECURE Act.

We know that Baby Boomers are concerned about having to reduce their retirement lifestyle. If you’re someone who’s already in retirement, it’s not too late. We help Baby Boomers and retirees thrive in retirement! The opportunity to save tax money in 2020 is now. Deferred taxes mean increased taxes.

You’ve worked hard for your money. Let us show you how hard we will work to protect that money from unnecessary taxes. Imagine, more financial success, more time with family and less worry about where taxes are going to go in the future. More economic stimulus is coming. While that’s a great way to jump start the economy, it’s also predictable that taxes will increase in the future to cover the cost.

Whether you’re trying to get to retirement or through retirement, the last thing you want to do is to leave your money in tax-deferred retirement accounts such as 401(k)s and IRAs. Right now is the time to save tax money while taxes and account values are low.

If you’re someone who’s saved $200,000 or more in tax-deferred retirement accounts who wants to learn why 2020 will likely be the last year to save the greatest amount of tax on your income and money, simply go to and request a Saving Tax Optimization Plan (S.T.O.P.) Analysis. Don’t worry, there is no sales pitch, just a simple analysis to show you how much tax you can save. When you request your analysis, please be sure to give us the best day and a specific time (rather than a time range) to call.

Those who request a S.T.O.P. Analysis 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.

You deserve better. There may never be a better time or a better year to save money than 2020!

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!