In this week’s Hidden Wealth Review, I teach about the great tax scam! Taxes are predictable. They are as predictably not paid as they are predictably paid.
I sometimes wear glasses to help me see. A client once told me that I’m like a pair of “financial glasses” because I help others to see what they couldn’t see before. Another client recently said that his only complaint about Chuck Oliver, Financial Advisor, was that he didn’t learn from me sooner how to cut his taxes to the legally required minimum.
I met with a client this week and we went back to look at how the tax strategy we used for him last year had worked. The strategy that we used had cut his taxes in half. In terms of actual tax dollars we saved him, that 50% tax reduction resulted in him saving $60,000 dollars of tax. Think about this, he got to keep an extra $60,000 that would have otherwise gone to the government for taxes. In other words, not being taxed on $200,000 dollars saved him $60,000 in taxes or about $5,000 a month.
While we work with clients in many different financial positions, our tax-savings strategies work best with those who have:
- $300,000 or more in taxable income,
- a large capital gain from selling their business or a piece of real estate or saved $500,000 or more in an IRA or former 401(k).
If one or more of the above apply to you, we can save you tax! Let us help you see the tax that you are unnecessarily paying.
Join us this coming Tuesday when I will be teaching an introduction on how to avoid becoming a victim of the tax scam. 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.
There is no cost and no obligation for this webinar. I encourage you to register now because these events fill quickly. Just for registering and attending, I will gift you an e-copy of my 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 handheld device for this event. Our proven retirement and financial solutions are best for; people positioning themselves for retirement or who want to navigate better through their retirement. People who have saved $200,000 or more for retirement. People who are facing a capital gain on the sale of a property or a business worth $200,000 or more and those with taxable income over $200,000.
-Spouses are encouraged to attend this event together-
(855) No Tax 2 U
Here’s to your Hidden Wealth,