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There is a 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. He explains how the Power of Zero paradigm can help get 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!
Learning Objectives:
- Recognize how to help attendees better understand the current financial situation in America
- Identify why a population glitch will cause significant problems with current retirement plans
- Recall why a traditional 401(k) or IRA is a ticking time bomb the government can’t wait to go off
- Identify a simple system that can be used to get you and your clients to the zero percent tax bracket in retirement
Dave Hall
The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500
Dave Hall graduated from Southern Utah University in 1994 with his Master’s 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 using little-known tax and investment strategies many other advisors overlook.
As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.
About Our Presenter