There is a huge 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 and 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!
Dave Hall is the managing partner of Etrends Group, a privately held company whose mission is to provide the “more” for those who expect MORE out of life. As a thought leader, Dave has spent his career finding the latest tax and investment strategies that will help improve the financial position of others. Dave is a published author, public speaker and currently hosts his own podcast “The Prosperity Gap with Dave Hall.”