Chuck Oliver, A Premier Lake Mary, Florida Financial Advisor, Launches Newest Retirement Tax Savings Assessment

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The Wealth Advisors at The Hidden Wealth Solution Now Offer a Complimentary Tax Savings Optimization Analysis

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With the year end quickly approaching retirees and those looking ahead to retirement don’t have too much time left before December 31st to make adjustments that can save them taxes when filing their 2019 tax return.

Chuck Oliver and his team of financial advisors at The Hidden Wealth Solution recently launched their complimentary tax savings optimization analysis.

Oliver stated “we see the typical retiree over-paying $12,000 to $36,000 or more in unnecessary taxes. With the year end quickly approaching retirees and those looking ahead to retirement don’t have too much time left before December 31st to make adjustments that can save them taxes when filing their 2019 tax return. There is still time to put strategies in place that can offer significant tax savings for the 2019 tax year. I am pleased to announce that my team and I are still offering our proprietary tax savings optimization analysis. We have helped so many Baby Boomers and those approaching retirement make changes that are saving them significant amounts of taxes. Year end tax planning is crucial with the unknown outcome of next year’s election and the real threat of future tax rate risk, Boomers can benefit while there is still time before year end. These are several opportunities that will reduce the today and future tax burden one eventually will be required to pay when they retire. We teach people about how to diversify their retirement accounts to limit the effect of taxes. For those folks still in the workforce and looking ahead to retirement we typically advise not participating in a traditional 401K plan as one would normally be taught as the go to solution that is costing boomers thousands in lost taxes. We teach clients how they can legally spend less on tax in their retirement years. We felt a huge need to offer this assessment at this time of year, so consumers have time to take action before year end. The other key is for those not needing to save taxes for 2019’ is to get a jump start in strategic tax savings solutions for 2020’. The election is now looming under a year away and there is no debate that certain presidential candidates want a higher tax rate with a target on those that have saved the most."

To participate in receiving a tax savings optimization analysis, retirees or those still in the workforce and looking ahead to retirement are asked to visit online at https://thehiddenwealthsolution.com/taxes-saved/ and fill out the form. Oliver and his wealth architect team will follow up with you once receiving the needed contact information.

For a quarter of a century Oliver has been advising retirees on how to invest and pay the least amount legally in government taxation.

The tax savings optimization analysis helps clients who have high taxable income of $100,000 or more, those who are facing large required minimum distributions, those that have a large capital gain of $100,000 or more, helping retirees save tax that are receiving Social Security and pensions as well as those who have large amounts saved in IRA retirement accounts. Oliver and his wealth architect team look at the entire financial picture. Oilver shared, “If retirees don’t get taxes right then everything else suffers! Our goal is to educate retirees and soon to be retirees so they can make the right decisions that will meet their financial goals to thrive in retirement.”

Oliver has a strong radio listenership following each weekend in Orlando, Florida, Tampa, Florida, Jacksonville, Florida, Dayton, Ohio and in Phoenix Arizona. Every weekend Oliver hosts an hour-long radio show where he discusses how retirees can legally reduce their tax on investments, so they keep more of their investment income to live more and leave more. Oliver typically discusses a client success story during his on-air broadcast in addition to providing his weekly advice.

Listeners can tune into the following stations each weekend to hear more: WHIO Newstalk Radio 95.7FM/AM1290 in Dayton on Sundays at 9AM EST, Newsradio 970AM WFLA in Tampa on Sundays at 11AM EST, Newstalk 550 KFYI in Phoenix on Sundays at 11AM MST, News 104.5FM WOKV in Jacksonville on Sundays at 11AM EST and in Orlando on Newsradio 93.1FM/540AM WFLA on Saturdays at 11AM EST and Sundays at 1pm EST. To hear Oliver’s archived shows consumers are asked to visit online at: https://thehiddenwealthsolution.com/hidden-wealth-radio/

Oliver further added “There is a significant difference between tax accounting and strategic tax planning. When one takes the approach of strategic tax planning, they can lessen their tax burden and free up money to save or spend that can further help to avoid paying more than your fair share in tax. One’s financial and lifestyle goals are the drivers in strategic tax planning.”

Chuck Oliver and his team of financial planners at The Hidden Wealth Solution are available Monday through Friday between 9AM and 6PM EST to consult with clients. His office is located in the heart of Central Florida at 250 International Parkway, Suite 146, Lake Mary, Florida 32746. For more information visit online at https://thehiddenwealthsolution.com/ or call 1-800-825-1766.

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Neill Foshee
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