Paul Murray has helped hundreds of investors make smart financial decisions in preparing retirement. In his Changing World Of Retirement Planning™ classes, attendees learn how to shield their assets from rising taxes and develop strategies to maximize Social Security. They find out if they’ll have enough money to retire, and how to avoid the three pitfalls of retirement distributions. He helps them evaluate if Roth Conversions are right for them. He’ll help you understand if your portfolio is truly diversified, and will discuss planning techniques for long-term care needs.
In The Power of Zero™ presentation, Paul presents a real-world example of how he helped a couple plan to organize their assets so that they paid no Federal income tax in retirement. In this webinar, you'll learn how to position your assets now to produce maximum after-tax income in retirement. You'll also learn how to save in the most tax-advantaged manner.
Other courses cover additional planning topics. If you want to learn more about how to make smarter financial decisions, you've found the right place.
More events are on the way! Check back soon for more information.
June 3, 2020
6:00p - 7:00p
David McKnight is one of the most-recognized experts in addressing the tax implications of investment strategies, and his books and new feature-length film, "The Power of Zero: The Tax Train Is Coming," provide the reasons why taxes will increase and what it will mean for your financial future. Learn how to build your own zero tax retirement.
March 31, 2020
6:30p - 8:30p
March 24, 2020
6:30p - 8:30p