Why Would Someone Censor You for Saving Taxes?

In this week’s Hidden Wealth Reviews, I teach how censorship is now making its way into the world of your retirement savings and tax planning. Facebook Meta recently blocked a post of ours for being “too political.” What was the offending content? The title, How to Roth Convert a Million Dollars. That’s it. No hype, no agenda, just the truth. That’s right, we were told we couldn’t use that title because it was “too political.” It was simply a post describing how we helped a real client legally convert $1 million of taxable IRA savings to a Roth IRA without adding the conversion amount to their taxable income and without paying any conversion tax out of their pocket.

If educational content like this gets censored, imagine how you’re going to be censored when it comes to your serious retirement savings! But this isn’t just about censorship, it’s about what I call tax control. That is, the growing risk of how and when the government will tax your income, savings and retirement accounts at the tax rate they choose to charge you. With the sunset of the Tax Cuts and Jobs Act approaching and over $2 trillion in annual deficit spending, higher tax risk is increasing.

Keep in mind higher tax rates are a proven retirement risk but legislative tax rule change risk is real, too! The government has been changing retirement tax rules regarding IRAs for over five years now. The real tax rules risk is changing the ability to do a Roth conversion.  These Roth conversion rule changes include income phase out, requiring earned income and now being discussed, for having too high of a retirement savings account balance.

Congress can change the tax rules at any time and we all know that they do. Now they’re doing it while telling you what you can and can’t say about it. We’re not talking hypothetically, this is real! It happened to us and it can happen to you. This is why I strongly encourage you to go to TaxesSaved.com. Learn the timing and technique of how to legally reduce and remove taxes. Protect your income before the government forces you to pay more tax than you ever expected.

When you go to TaxesSaved.com, please scroll down to the middle of the page to review the case study playlist that we share on the site. Click the three bars in the upper right had corner of the video to view all of videos on the playlist. There are some impactful case studies in this list. Please be sure to review the client case using $30,000 to create $130,000 in first year tax savings. That’s not tax on $130,000; that’s $130,000 they saved in taxes! Another client saved over $330,000 using a combination of strategies and just a two-year plan.

These case studies are not theory. These are real results and real people: W2 earners, business owners, retirees and hardworking families. People who thought they were doing all they could to reduce their taxes. That is until they realized that the IRS had a much bigger piece of their future than they were expecting and how the tax code enables the ability to save you taxes if you know how to use it.

If you have a CPA who just files your tax return with numbers in and out then calls it a day, you don’t have a plan, you have a history book. Most people don’t have a holistic wealth plan that addresses taxes, they have a portfolio. A portfolio without a tax plan is like a ship without a rudder. The unexpected taxes steer your retirement off course and then the taxes take control of your retirement instead of you.

A client shared, “What I like most is how you synchronize the tax side with the wealth side. That gives me a real advantage.” That’s exactly what we want to give you, an advantage. I also want to give you a copy of the book, The New Holistic Retirement, for which I wrote the foreword. This short book explains the two major tax risks: higher tax rate risk and tax legislation change risk and how to protect yourself from both.

Learn More About Saving Taxes

If you’re tired of being overtaxed, overlooked, and now even censored, this is your chance to take back control. Here’s how to request your free Saving Tax Optimization Plan (S.T.O.P.) Analysis:

1. Visit TaxesSaved.com – Review the insightful case study webinar that shares two impactful client case studies showing how to save thousands of dollars in taxes.
2. Review our Taxes Saved Case of the Week playlist – Scroll down to the middle of the home page and click the three bars in the upper right had corner of the video to view all of videos on the playlist.
3. Request your S.T.O.P. Analysis – Saving Tax Optimization Plan.
4. Select a Date and Time – Be specific! Choose a date and time to speak with us so we can assess your tax-saving opportunities.
5. Show Up and Learn Your Tax Risk – We’ll guide you step-by-step through exactly what to do to stop overpaying the IRS and start protecting your savings.

You work hard for your money. Your money should work just as hard for you, not the IRS.

Visit TaxesSaved.com now. Learn how to Roth convert the right way. Learn how to remove your income and assets from Uncle Sam. Most importantly, learn how to retire the IRS before the IRS retires you!

Note: We serve Baby Boomers and Retirees all over the Unites States. We have an efficient, supported process to meet online, as we 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