Why Tax Planning Before 2026 is Critical

by | Hidden Wealth Reviews

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In this week’s Hidden Wealth Reviews, I teach about Required Minimum Distributions (RMDs). There is a lot of confusion about the rules regarding RMDs. What’s not confusing is the fact that you are going to pay more tax the longer you wait to do something about these government mandated distributions. If you wait or just keeping taking your RMDs, you and your family are going to pay a lot more tax!

Fred came to us because he had seen the devastation that RMDs caused to his parent’s retirement. Although he was only in his fifties, Fred had saved $500,000 in his IRAs and 401(k)s. Fred went to RetirementTaxCalculator.com and learned, in under 30 seconds, the tax risk to which he is exposed. Using the Retirement Tax Calculator, Fred discovered that, the longer you have before RMDs start and/or the higher your account balance, the more tax you pay.

Tax rates are already destined to change so, RetirementTaxCalculator.com gives you the ability to select a higher future tax rate. Right now, taxes are on sale, but only for the text two years. Fred knew that taxes were going up, which is why he decided to take action now. Fred also understood the higher the average growth, the higher the tax liability.

Fred learned that the tax he will pay is 50% more than the amount that he’s saved in his ticking tax time bomb retirement accounts. At today’s tax rates, his retirement tax bill is projected to be $720,000! That’s an amazing number, since Fred’s current savings are just $500,000. What’s more, he will pass on tax liability to his two adult children when they inherit his accounts.

Click Here to learn how our client, Robert was able to discover and then avoid over $2 million in unnecessary taxes he uncovered using the Retirement Tax Calculator.

We met with Robert just this past week. He is 70 years old. He retired from corporate life and has his own business. He’s currently in the process of winding down that business. His tax professional was not giving him any direction on taxes and his current financial planner was not providing any tax savings advice.

Using the Retirement Tax Calculator and round numbers, we determined that Robert was able to save over $2 million in unnecessary taxes on his tax-deferred accounts. He had done a great job of disciplined saving and, in the process, he had unfortunately become what I call the perfect taxpayer.

Robert will pay back as much (and probably more) in tax than he has saved! In addition, his heirs will inherit this tax burden as well, which is something Robert desperately wanted to avoid. He did not want the government to be the biggest inheritor of his wealth!

We were able to teach both Fred and Robert a couple of strategies that allow them to avoid unnecessary taxes in retirement and unnecessary taxes on their heirs. They first learned of these strategies when they registered for and attended my Tax Protecting Your Retirement webinar.

Using a unique strategy that I will be teaching at Tuesday’s webinar, Robert was able to create a dollar-for-dollar tax deduction to offset the taxes that would normally be due on converting his traditional IRAs to Roth IRAs. Without paying one extra dollar of income tax, Robert has removed over $100,000 of his IRA from the tax system, unburdening himself and his family who will inherit his wealth. Let me teach you how you can do the same.

Could Your Retirement Tax Bill Be Too Big?

CLICK HERE TO FIND OUT IN 30 SECONDS

LEARN MORE ABOUT TAX PLANNING BEFORE 2026

A recent article in Forbes titled “Retirement Planning Is More Than Financial Planning” emphasizes the importance of getting good direction on tax planning. When you start to transition from the accumulation phase of retirement to the distribution phase, the game suddenly changes.

Before you start writing your own retirement paycheck, you need to understand the impact of taxes on your retirement savings, your Social Security income and your legacy. At this coming Tuesday’s webinar, I will be teaching strategies that will help you legally, morally and ethically avoid unnecessary retirement taxes.

The longer you wait to do something about your tax-deferred retirement savings accounts, the larger your future tax bill becomes. Learn how retirement planning is more than just financial planning.

You work hard for your money. Imagine, more financial success, less stress, less worry and less taxation to you and your family. Register for Tuesday’s webinar and let’s get to work!

To learn how big your tax bill will be, go to RetirementTaxCalculator.com and learn, in 30 seconds, how much tax exposure you have. Then learn how you can lower that tax bill by registering for Tuesday’s Tax Protecting Your Retirement webinar.

To register for Tuesday’s no-cost, no-obligation financial educational event, follow these four simple steps:

  1. Go to www.RetirementProtected.com (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!
www.TheHiddenWealthSolution.com