In this week’s Hidden Wealth Review, I teach that we recently celebrated our nations independence. I think it’s important that we also celebrate two other types of independence, as well.
- Independence from taxation and
- Independence from market loss risk.
We recently spoke with a client who wanted to meet with us right before the 4th of July holiday. He openly shared that he believed that he was pretty exposed to market loss and that he was very concerned of a correction. He wondered how long the nine year bull run would continue with all of the uncertainty over the trade tariff talk. He was especially concerned when he learned that the valuation of the stock market is at an all-time high.
What he discovered during our meeting was that he was unnecessarily taking twice the risk he could have been taking. If another 2008 type of crash happened he stood to lose 44%! The big shocker was the tax that this account was creating, due to Required Minimum Distributions (RMDs) and capital gains. Eventually, these accounts would tax him to the max.
He found his independence by taking the time to learn how to un-tax his IRAs and remove market losses. He also learned what retirement road he was on so that he could make improvements to that road or choose an alternate route.
This coming Tuesday, I want to teach you an introduction to what we taught this client. I want to teach you how to safeguard and secure your retirement savings from taxes and market losses. We’re now past the mid-year point and summer time is a great time to get your “ducks in a row.” The time could not be more important than it is now.
Don’t leave your money in the bank where it earns almost no return. Put it where it can earn potential double digit returns and where you can avoid the uncertain risk of a market correction or crash. In addition, you can eliminate worry over the impact of taxes. I will teach you an introduction to a safe, secure strategy with a proven track record of measurable results. Believe in Better!
One client we met with recently shared their learning experience. “My only complaint with financial advisor Chuck Oliver is that I didn’t take the time to investigate and learn his alternative retirement solutions sooner.”
A client we have worked with for several years shared the following during his recent annual review, “I have worked with these folks since May of 2012 and am very grateful to have found them. They are extremely professional, demonstrating the highest levels of customer/client service and attention to detail. Their strategies have been very educational and helpful to the preservation and growth of my overall wealth. I cannot say enough about the accessibility of all individuals associated with the firm and their willingness to do what it takes to ensure the comfort of their clients. My only regret is that I did not find them sooner.”
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 hand held device for this event. Our proven retirement and financial solutions are best for; people positioning themselves for retirement or 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. Boomers who want to 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-
(855) No Tax 2 U
Here’s to your Hidden Wealth,