When it comes to managing your retirement assets, there is more flexibility than most financial advisors would like you to believe. In this presentation, you will learn about the various self-directed plans available to you and the laws that govern them. I will also share what you can invest in, who you can invest with, and why going tax-free is a great option in our current economic environment.
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.