HOW TO RETIRE IN THE 0% TAX BRACKET

Available Date

Thursday, February 02, 2023: 4:00 PM EST
CPE Credits 1.0 hour
Course Level Basic
Prerequisites None
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.

Testimonials:

Corry Kenner (Lake Region State College)

Dave Hall has the ability to present information in a way that is easy to listen to and understand. I would certainly encourage people to take advantage of the knowledge Dave has to share in this convenient format and then follow up with a more in-depth exploration of the topic if interested. I’m nearing retirement and wish I would have had these conveniences to gain new knowledge and earn CPE at my fingertips earlier in my career.

Samantha Livingston (LivingstonCPA P.A.)

I’ve taken a lot of webinars lately and must say Dave Hall’s presentations have conveyed the most useful information in the most effective, engaging way. I especially became a fan when he shared how growing up poor on a farm has shaped his view of retirement. It’s obvious his own experience has created a passion within him to help people make it “safely and securely” through their retirement years and his passion is contagious!

Kari Holt (CB Johnson & Associates, PLLC)

So much great information all fit into 1 hour. Everyone can benefit from watching this webinar. I am a CPA and my husband is a Financial Advisor, and I determined after this presentation that we have lots of homework to do to ensure we’re planning for our retirement the right way (considering tax and other risks such as LT care). Thank you for sharing your knowledge on this topic with the CPA Academy world!

Henry Hillyard (Henry Hillyards Tax Service)

As I am approaching my own retirement age I took this course more for myself. This speaker navigates well through a myriad of retirement vehicles and explains in each case why each option might be good as well as any drawbacks dependent upon future variables one may encounter. Even if you are unaware of every retirement vehicle mentioned in this webcast each is explained thoroughly enough to follow along.

Lloyd Doletski (Self Employed)

In presenting a program packed with useful, technical information, the speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar.

Carl Ippolito ()

Dave does a nice job of breaking down the fundamental concepts of the so-called 3 “tax” buckets: tax me now (cash management), tax me later (tax deferred retirement accounts) and don’t tax me at all (life insurance retirement plans). He very effectively explains the benefits and drawbacks of each bucket. This is a webinar for anyone interested in learning the fundamentals of retirement planning.

DAVID PHILLIPS (UVU)

This is the third webinar from Dave Hall that I have watched. The focus of each webinar has been on the tax planning aspects of retirement, yet each has been unique and insightful. His presentation style is easy to listen to and follow. He uses interesting and applicable tidbits, stories and facts to help demonstrate the points he wants to make. I highly recommend these seminars.

Wendy Tuell (H & R Block)

Dave was obviously familiar with and enthusiastic about this topic. He moved at a perfect pace and explained well. I was particularly impressed that a day after the webinar I received a video from him in which he proceeded to quickly and efficiently answer more than 3 dozen questions which had been posted during the webinar. Thanks for that extra effort!

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Date

Feb 02 2023

Time

4:00 pm - 5:00 pm

More Info

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Location

CPAacademy (GOTO)
Category
Dave Hall

Organizer

Dave Hall
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