Available Date

Monday, March 06, 2023: 11:00 AM EST
CPE Credits 1.0 hour
Course Level Basic
Prerequisites None

Course Description:

In this session, you will learn why longevity risk and tax rate risk are the two main things that will derail your retirement and what you can do to eliminate them both. Retirement money needs to last longer than at any time in our history, and the only way to make it last is by reducing the risks associated with it. You don’t have to love annuities or even annuity companies to listen to this webinar; you just have to like them a “little” more than you like a retirement plan that is at risk of running out of money before you die.

Learning Objectives:

    • Determine why longevity risk and tax rate risk are such a problem for your retirement
    • Identify how you can also eliminate the sequence of return risk, withdrawal risk, long-term care risk, and inflation risk
    • Recall what the Monte Carlo simulation has to do with your retirement
    • Identify the process toward tax-free income for life


Mark Ruppert (Northern Arizona University)

I am 56 and thinking of retiring between 60 and 62 but after hearing this webinar, may opt either for a later retirement depending on how well I can restructure my retirement assets. I have a number of components as recommended but will be discussing some of these topics with my financial adviser to ensure we maximize benefits and reduce tax and other burdens where possible.

Sabrina Johnson (SJ Johnson Consulting LLC)

The way this was discussed was great. It allows someone who is not highly knowledgable in taxes, etc., to follow the discussion. These ideas prepare the participant to be able to work more effectively and efficiently with their advisors asking better questions for their specific situation in planning for retirement.

Thomas Rose (CPMC)

It has been a couple or three years since I last participated in It was Good back then and it is GREAT now. Nothing but improvements made. My hat is off to you all and I much appreciate the CPE. Great idea and concept you have here. Wish I had thought of it first. Tom Rose, Louisville, KY

Glen Nakamoto (GS Nakamoto Consulting, LLC)

I thoroughly enjoyed the webinar due to its content and ease of understanding. Even though there is a lot of information, the pace was just right even though it sometimes felt like I was drinking out of fire hose. It’s good that you will be posting a video in that I plan to revisit it again.

Gary Oswald (Fairfax County)

Have taken over 200 hours of CPE through CPA academy over past 4 years.. Mr Hall is among the top 5 presenters I have listened to during that time. If you have a chance to tune into one of his webinars, you will not be disappointed, excellent speaker and provides very valuable information.

Hue Nguyen (H.N Tax Services Inc)

I am with Professional Proseries tax software and in tax forum time by time. Dave is very knowledge and expert in tax . He helped me lot of Roth conversion tax question. I follow this tax expert long time already. Thank you CPAAcademy and trainer to give us a place to learn and share info


“Excellent webminar! Help me realize the many ways influence can make you more effective in your organization and all your personal relationships. “ –The seminar exceeded my expectations! I not only learned the principles but how to apply them to my business to make an immediate impact.

Carl Ippolito (H&R Block)

Dave provides much “food for thought” in discussing the 3 tax buckets: Tax now, defer taxes and tax free. There are so many moving parts to retirement planning. Dave makes it easier to understand and has insightful approach as to developing an effective plan.

The event is finished.


Mar 06 2023


11:00 am - 12:00 pm

More Info

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CPAacademy (GOTO)
Dave Hall


Dave Hall
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