There is a 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. He 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!

Learning Objectives:

• Recognize how to help attendees better understand the current financial situation in America


• Identify why a population glitch will cause significant problems with current retirement plans


• Recall why a traditional 401(k) or IRA is a ticking time bomb the government can’t wait to go off


• Identify a simple system that can be used to get you and your clients to the zero percent tax bracket in retirement