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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 DateJuly 13, 2022
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:


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

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

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

  • Identify the process toward tax-free income for life

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.

About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.