The Virtues of the 0% Tax Bracket
Speakers: David McKnight
Year: 2013
Body of Knowledge:
Accumulation Planning with Life Insurance,
Retirement Income Planning
Competence: Sales |
Level: Broad |
Session Rating: 4.22
This presentation showcases the workshop he used to close $1 million of target life insurance premium in 2012. McKnight draws upon testimony from leading authorities to make the case that taxes in the future are likely be substantially higher than they are today. If taxes are likely to increase, are tax-deferred investments vehicles such as 401(k)s and IRAs really the best place to accumulate retirement dollars? Identify and explore the tax- advantaged vehicles, including life insurance, that can be used to arrive at or near the zero-percent tax bracket in retirement.