#1 Thing Retirees Wished They’d Planned For

In this week’s Hidden Wealth Review, I teach that the number one thing retirees wish they had planned for better is the impact of taxes on their retirement. Many people have shared with us the unbelievable amount of tax they are paying in retirement. Most are shocked when they discover that they are paying more taxes in retirement than they did in …

Get Your IRA Untaxed

In this week’s Hidden Wealth Review, I teach that taxes today are more than double what they were when JFK was president. In 1961, the average tax, per tax-payer (adjusted for inflation) was $15,000 a year. Today, that amount has ballooned to $35,000 a year! Two of the biggest reasons for these tax increases are Medicare and Social Security. Government forced Required Minimum Distributions, …

Stop the Government Taking Your Taxes

In this week’s Hidden Wealth Review, I teach that taxes are predictable. How much money we make is sometimes not predictable but, what the government takes is predictable. Let me show you how to stop the taking and start the making. Whether you’re a Baby Boomer, a business owner or both, we can show you how to eliminate unnecessary taxes. We recently conducted a Tax Savings Analysis …

Top Three Areas to Save the Most Tax

In this week’s Hidden Wealth Review, I want to teach you how to get a copy of my latest book, “The 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands.” We have saved Baby Boomers and business owners thousands of dollars with our tax-savings programs. If you meet one of the following three criteria, you will be able to take advantage of these …

The Two Most Important Protections

In this week’s Hidden Wealth Review, I teach about the top two retirement protections. Many people have called this past week, concerned about the tax they’re going to be paying when they are forced to take Required Minimum Distributions (RMDs) from their 401(k)s, IRAs and other qualified retirement accounts. Many of you were stunned when you learned that RMDs can cause up to …

Tax Free Income
for Life

Building a Tax Free
Retirement Plan

Tax Free Income for Life

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