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How to Advise Your Clients to Get to the Zero Tax Bracket
August 4, 2021 @ 2:00 pm - 3:00 pm
Harlan Accola, CRMP
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director
David McKnight
The Power Of Zero
President
Wednesday, August 4th
2 pm eastern
Most Americans have saved the majority of their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will they really get to keep? David McKnight and Harlan Accola, CRMP will discuss the solution: The zero percent tax bracket! Financial advisors learn how you can help your clients keep their assets by eliminating tax rate risk from the retirement picture.
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