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Virtual Event

How to Advise Your Clients to Get to the Zero Tax Bracket

Wednesday, August 4th at 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.



Harlan Accola-1

Harlan Accola, CRMP

National Reverse Mortgage Director
Fairway Independent Mortgage Corporation

David McKnight 442x442

David McKnight

The Power of Zero