Building Wealth Is One Thing — Keeping It Is Another

There’s an old saying that veteran Wealth Builders know and live by:

“It’s not just what you make that matters … it’s what you keep.”

With this year’s April 15 personal tax deadline quickly approaching, this is the perfect moment to take stock of not only how you build wealth, but how you protect it.

To help you get ahead of the most important decisions this season, we pulled together two resources that offer practical insights for a wide range of savers and investors.

The first resource looks at a simple truth: In a world where America’s debt load keeps climbing, taxes aren’t likely to stay this low forever.

That’s why strategies like the Roth 401(k), which let you “feel a little pain now” to avoid “a lot of pain later,” are becoming more important. If you want a clearer picture of why paying taxes upfront can supercharge your long‑term, after‑tax returns, you’ll find that breakdown below.

The second story shifts to the future of wealth transfer in a Bitcoin (BTC) world.

As digital assets go mainstream, they’re becoming a real part of family legacies, but most estate plans haven’t kept pace.

And when you don’t keep pace, it means you’re falling behind.

Our friend and Bitcoin expert David Zeiler explains why traditional wills fall short for crypto and what every holder needs to do to ensure their heirs can actually access those assets when the time comes.

Definitely worth a read before April hits.

For those of you who are thinking about how to generate more income for retirement, Chief Stock Picker Bill Patalon has added a new income stock yielding 10.25% with monthly payouts into the Model Portfolio.

Even if you’re not a Premium member, the opening section of his report is worth a look, as it breaks down how rising “everyday inflation” is squeezing real income, why certain costs are outrunning the CPI, and what to look for in true passive‑income opportunities in today’s market.

You can access the report below: