Lake Mary, Florida Financial and Wealth Advisor Broadcasts His Latest Financial Message
On
Oliver stated, "We help Baby Boomers and Retirees thrive in retirement. To be successful in avoiding the "government gotchas" as I call them, one must be proactive and make changes to their retirement planning. Some experts are projecting that even with a 40% value added tax, plus a 50% increase in payroll tax, plus a federal tax rate of 70% for a top wage earner, it will not be possible to out-run the deficit we have as a country. With the continual threat of the Democratic party and whether it be Socialism Sanders or "tax em big time" Billionaire Bloomberg's philosophies, now is the time for Baby Boomers and Retirees to insulate their savings and investments from the
Recently Oliver launched the 2020 edition of their "Retirement and Your Taxes Guide." This easy to read guide discusses the SECURE Act and the details of the Tax Cuts and Jobs Act. It helps Baby Boomers better understand the new retirement risks. Oliver stated, "Future politicians continue to propose selfish higher taxes through targeting retirement income from those who have saved strongly in IRA's and from higher inheritance tax after a retiree passes. The problem as we see it is that traditional retirement planning doesn't provide clarity or direction for protection from the impact of these ridiculous taxes. Our goal is to educate those approaching retirement so they can insulate themselves from the
To receive Oliver's 2020 edition of "Retirement and Your Taxes Guide" Baby Boomers and Retirees are encouraged to request a Saving Tax Optimization Plan (S.T.O.P.) analysis by visiting online at: https://thehiddenwealthsolution.com/taxes-saved/.
The 2020 edition of this guide will offer greater detail into the new rules with regards to Required Minimum Distributions, income taxes on
Oliver hosts a weekly radio show entitled "Hidden Wealth Radio" in
For those on
https://soundcloud.com/charlesoliverandthehiddenwealthssolution/tracks
Oliver and his team of wealth advisors educate clients on how they can reduce taxes so they can keep more and leave more. Some of the techniques include strategic Roth conversions, Un-Taxing IRA's, Roth IRA Alternatives to establishing a health savings account (HSA), deferring claiming
Oliver is an industry recognized top rated financial professional and best-selling author. He is a member of the Top of the Table, an organization that recognizes the top half of one percent of financial and insurance professionals worldwide. Over the years Oliver has mentored and coached hundreds of financial professionals, tax attorneys and CPA's across the country. He is a two-time best-selling author. He is also an author of industry leading consumer educational books including "The Baby-Boomer Retirement Breakthrough" the unfair advantage to a S.A.F.E. and Secure Retirement, "What to do at 62" how to maximize Social Security Benefits and how to prevent benefits from being taxed. "My Debt into Wealth" how to be debt free while building wealth at the same time. Oliver has also been a
To learn more about tax saving strategies, Oliver hosts a weekly webinar where those looking ahead to retirement can learn more about strategies to preserving their wealth and insulate their investments from the
The Hidden Wealth Solution is a
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