There is a huge freight train bearing down on America, and it's coming in the form of higher taxes. Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. In this presentation, Dave Hall discusses the perils of tax-deferred investing and explains how the Power of Zero paradigm can help get you, and your clients, off the train tracks and into the zero percent tax bracket by retirement. Why is zero percent so powerful? Because if tax rates double, two times zero is still zero!
- Help attendees better understand the current financial situation in America
- Explain why a population glitch will cause major problems with current retirement plans
- Explain why a traditional 401(k) or IRA is a ticking time bomb the government can't wait to go off
- Provide a simple system that can be used to get you and your clients to the zero percent tax bracket in retirement.
Date & Time
Webinar: Tuesday, October 27, 2020
2:00 p.m. - 3:00 pm Eastern (11:00 am Pacific)
NASBA approved for 1.0 CPE credit; 1.0 (M)CLE credit*
Please note CPE credit cannot be provided if you participate only via telephone
Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00
Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00
Dave Hall, CPA graduated from Southern Utah University in 1994, with a master's degree in accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by focusing on little known tax and retirement strategies many other advisors often overlook.
As the founder of The Prosperity Guy, Dave has expanded his focus to where he now consults and educates on the main financial risks facing retirees. Dave has educated more certified public accountants (CPAs), enrolled agents (EAs), and their clients on retirement risk than any other advisor in the country. Dave shares his knowledge through public speaking events, webinars, a podcast, and thousands of one-on-one strategy sessions with those who are trying to plan for a safe and secure retirement.
Please contact firstname.lastname@example.org with any questions.