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.
The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers, gamification, and TED-talk style sessions to allow attendees to "choose their own adventure" to spice up their Zoom experience and deliver top-notch training to help you expand your book of business.
Our breakout sessions will cover something for everyone by offering tracks for Sales & Prospecting, Practice Management, Technology, and Advanced Planning.
Our 2021 Keynote line-up includes:
In this session, the Co-Director of the New York Life Center for Retirement Income, Wade Pfau, joins Fairway Independent Mortgage's National Reverse Mortgage Director, Harlan Accola, CRMP for an in-depth discussion of how they approach risk retirement income management, and an overview of the practical implementations to managing sequence risk they consider including, delaying Social Security, using annuities with lifetime spending protections, employing a rising equity glide path in retirement, using a time segmentation or bucketing strategy, or creating a “buffer asset” with a reverse mortgage or whole life insurance.