The Power of Zero Retirement 2022 (A) | WebinarJam | 18 April 2022 | Webinar
Venue
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| Event Date | Mon Apr 18 EDT (over 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
What We Will Discuss:
• Why tax-deferred accounts like 401(k)s and IRAs could be a liability in a rising tax environment.
• Why taxes will likely be increasing in the future.
• Why you should consider transferring money into a tax-free alternative while tax rates are historically low.
• A step-by-step road map on how to work toward the zero percent tax bracket, potentially eliminating tax rate risk from your retirement picture.
Disclosure:
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. David McKnight, MAS, and GWM are not affiliated entities.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.
Speakers
2022 Speakers
David McKnight
President, Power Of Zero
Grant Conness
Managing Director & Co-Founder, Global Wealth Management