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THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT

4.5 (262)

Dave Hall, CPA

Etrends Group

Monday, February 24, 2020 | 11:00 AM EDT

  • CPA
  • EA

1 Credit

FREE

Subject Area

Taxes

Course Description

Benjamin Franklin said it best: "In this world, nothing can be said to be certain, except for death and taxes."

When you're making the transition into retirement, or you've been retired for years or decades already, the last thing you want to think about is forking over a large percentage of your annual income to the federal government because of taxes. Unfortunately, this is the fate most seniors will endure. According to The Senior Citizens League, 56% of retirees receiving Social Security will owe federal tax on at least a portion of their benefits during retirement. Most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. But here is the good news: It is possible to earn income during retirement without having to fork part of it over to the federal government.

In this 1 hour CPE webinar, Dave Hall discusses the perils of tax-deferred investing and explains how the power of zero paradigm can help you to get your clients into the zero percent tax bracket by their retirement. The webinar includes : 

  • Overview of the problems which directly impacts the tax rates currently and are going to make them worse in near future.
  • Government Retirement Plan and what is wrong with that.
  • TAX FREE BUCKET : Different type of deductions.
  • ROTH IRA
  • Life Insurance Retirement Plan (LIRP)

Attend this 1 hour webinar to understand why is 0% so powerful? Because, if tax rates doubles (two times), zero will still be zero !

Learning Objectives

  • To get an overview & understand the current financial situation in America.
  • To understand why and how a population glitch will cause major problems with current retirement plans.
  • To understand why our traditional 401(k) or IRA is a tax deferred vechile and also a ticking time bomb the government can’t wait to go off.
  • To provide a simple system that can be used to get you and your clients into the zero percent tax bracket by retirement.
  • To discuss about

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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    [no_of_record] => 262
    [average] => 4.5115
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4.5

(262)
65%
25%
6%
2%
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VS

I am writing this to provide very positive feedback for the webinar. I am a currently a stay-at-home mom, with two small children and a household to run and I really appreciated the online webinars at myCPE to study when it fitted my schedule. The topic is very interesting and sufficient time was allowed to understand the information presented.

CM

Great presenter.

CC

The reading material provided is excellent. I thoroughly enjoyed this course and would definitely recommend this course to anyone who wishes to learn about "0 bracket tax retirement plans".

AK

Excellent summary! I found your explanations so much clearer than any article i have read on this topic. The biggest worry I had about the online program was not having face-to-face interaction but the speaker was too good and his experience-based knowledge of the subject matter was practical.

CH

I would surely suggest the webinar to my colleagues. It has so much value to offer.

MW

Good presentation. Definitely worth the time. Mr. Dave's presentation style is lively and engaging. He clearly knows the material inside-out and enjoys presenting it. The handouts are well written and follow the lecture portion perfectly. Thank You