The Hidden Wealth Solution provides clients with the most effectively tailored wealth building strategy we know. This strategy is used by the ultra-wealthy, former U.S. presidents and industry icons.
It is the top-tested strategy for building and keeping wealth. This strategy ensures that our client’s financial safety, liquidity and potential are secured.
Charles Oliver - Creator of The Hidden Wealth Solution
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In this week’s Hidden Wealth Review, I teach about a recent article on CNBC.com by Carla Fried. Carla wrote that, if you like hefty tax bills, just go ahead and keep your 401(k). You can also add your IRA to the list of retirement accounts that create huge tax bills. I recently met with a client who had saved all of his retirement …
Note: The Hidden Wealth Solution uses generally available life insurance policies and riders. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. All guarantees and historical crediting performances are based on the claims-paying ability of the insurer. Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences and earnings penalties. Your results will be different from those shown in any general illustration, as each Hidden Wealth Solution plan is custom-tailored.
