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Tax-Free Income for Life: How to Eliminate Risk in Retirement

TAX-FREE INCOME FOR LIFE: HOW TO ELIMINATE RISK IN RETIREMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 6, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
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:


  • Discover why longevity risk and tax rate risk are such a problem for your retirement

  • Learn how you can also eliminate sequence of return risk, withdrawal risk, long-term care risk and inflation risk

  • Learn about what the Monte Carlo simulation has to do with your retirement

  • Understand the process toward tax-free income for life

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall

The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500

Prosguy3

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 founder of The Prosperity Guy, 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

Prosguy3
The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.