In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers is not paying attention to planning for the impact of taxes in retirement. One of the biggest and most profound ways to boost retirement is to use tax-advantaged strategies. The opportunity to save tax is unfortunately, as predictable as people over-paying their tax. Every day, …
In this week’s Hidden Wealth Review, I teach that less is more when it comes to taxes! It’s seems simple but, the less you pay, the more you keep. In order to keep more and pay less you have to have a plan, which almost no one does and that’s why we’re here. If, like most people, you don’t have a plan, …
In this week’s Hidden Wealth Review, I teach how you can control your tax as opposed to how your tax can control you. I call this CYT – Control Your Tax. We recently met with a client who had followed traditional retirement advice and saved most of his money into 401(k)s. These accounts were eventually rolled-over into IRAs. He was now age …
In this week’s Hidden Wealth Review, I teach that it’s tax time and people are currently tax-focused. We have been helping Baby Boomers realize that, when it comes to tax, it’s not about your tax return, it’s about the return of your tax. STOP is an acronym from the new book I’m currently writing. Saving Tax Optimization Planning The Hidden Wealth Solution …
In this week’s Hidden Wealth Review, I teach about the comfortable call for socialism and your tax dollars. All of the Democratic candidates currently running for President are calling for tax increases. In light of these calls for more tax, I want to ask you two questions: Are you aware of the amount of tax that you are overpaying? Are you concerned …