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How to Retire in the 0% Tax Bracket

HOW TO RETIRE IN THE 0% TAX BRACKET

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 3, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.


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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.