In this week’s Hidden Wealth Review, I ask the question, what will free cost me? In the wake of the State of the Union address, many people have begun to think about the state of our retirement and the state of the politics that will impact our retirement.
What “free” really means is that retirement, like a lot of things, is going to become a lot more expensive. In my upcoming book, I use the acronym “RISK.” RISK stands for:
- Retirement
- Income
- Stability
- Knowledge
With all of this talk of “free” (which is going to cost you and me), what can you do to protect yourself? It’s not too early to begin strategizing on how to save taxes for 2019 and beyond. The time to save taxes for 2018 has come and gone. At The Hidden Wealth Solution, we don’t suggest dumping a bunch of money into an IRA to save tax for 2018. That doesn’t save tax, it defers tax. With all the talk of a 70% tax rate, it’s clear that taxes will be higher in the future in order to pay for all the “free” stuff.
I want to teach you how you can take advantage of the “tax sale” taking place under the Trump tax reform. But you need to act quickly, because the tax sale only lasts until 2025.
We recently met with a man who had lost around 5% of his portfolio value in 2018 due to all the market volatility. Despite this loss, he received an unnecessary tax bill on $50,000 in capital gains and dividends, simply because of the way his money managers were moving his money around. Those who are not protected from taxes in their brokerage accounts are going to get bigger and bigger tax bills in order to pay for all of the “free” stuff. The tax percentage will become larger and the tax amount will become bigger.
This coming Tuesday, I’ll be teaching a tax-savings strategy that the ultra-wealthy, former presidents and major college sports coaches have been using for years. This strategy allows you to grow your money without taxes and access your money, tax-free. Furthermore, accessing your money during retirement won’t trigger taxes on up to 85% of your Social Security.
It’s not just about protecting your money from market swings, I also want to teach you how you can enjoy growth when the market goes up, but never suffer losses when the market drops. Best of all, when this strategy is done correctly, it’s all tax-free!
Don’t follow the traditional, fraudulent advice to stay in the market until it comes back. That investment scheme has proven, time and again, not to be the answer. Learn how you can have a retirement that’s truly free from risk and taxes.
Join me this coming Tuesday when I’ll be teaching my Wealth Protection Webinar. This no cost, no obligation educational event will teach you how to avoid RISK and how to avoid becoming the government’s perfect taxpayer.
To register, go to www.RetirementProtected.com, enter the required information and submit your registration. Once you’ve registered, you’ll receive an email containing a personal link to join Tuesday’s event.
I encourage you to register for your preferred webinar time now, because these events fill up fast. For those who attend this event, I will gift you a copy of my latest book, The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.
NOTE: This is a log-on and learn webinar, not a live workshop. You will need a laptop or PC to join. It is strongly suggested that you NOT use an iPad or hand held device for this event. Our proven retirement and financial solutions are best for: people positioning themselves for retirement or those who want to navigate better to or through their retirement. People who have saved $200,000 or more for retirement. People who are wanting to determine if they are maximizing and optimizing their retirement planning. Baby Boomers who want to protect their savings from market losses, pay the least amount of taxes on income, reduce or eliminate tax on their Social Security and create a sustainable, increasing, lifetime income for both spouses.
-Spouses are encouraged to attend this event together-
Or Call
(855) No Tax 2 U
(855) 668-2928
Here’s to your Hidden Wealth,
Chuck Oliver
Best-Selling Author