CPA - medium firm
CPA - large firm
Other
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
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