Movies and Documentaries
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Movies and Documentaries
Movies and Documentaries
The Power of Zero
How Today’s Tax Decisions Shape Tomorrow’s Retirement
This eye-opening documentary explores the looming threat of rising taxes and their potential impact on retirement savings. Featuring financial experts and real-life stories, The Power of Zero reveals why traditional retirement strategies may fall short—and what proactive steps you can take now to protect your financial future. A must-watch for those planning for a tax-efficient, stress-free retirement.
The Power of Zero
The Tax Train is Coming
The Power of Zero: The Tax Train Is Coming is a Hollywood documentary featuring top financial experts exploring how the U.S. national debt is driving inevitable tax increases within the next decade. It examines the impact on retiring Baby Boomers and offers proactive strategies to safeguard retirement savings. Don't miss this exclusive screening—click below to watch the full movie.
Watch this documentary to learn about:
Why taxes are likely to go up in the future
The hidden risks of traditional retirement accounts
How to legally reposition your assets to tax-free accounts
Steps to achieve a 0% tax bracket in retirement
Power of Zero
Director Doug Orchard, the filmmaker behind The Power of Zero: The Tax Train Is Coming, is an acclaimed documentary creator known for tackling critical financial issues.
Documentary Key Points:
Understanding Provisional Income and Social Security Taxation: The film explains how certain types of income can cause your Social Security benefits to become taxable, potentially reducing your retirement income.
The Role of Life Insurance Retirement Plans (LIRPs): It introduces LIRPs as a tool for tax-free retirement income, highlighting their benefits and considerations.
Balancing Retirement Savings Across Different 'Buckets': The documentary emphasizes the importance of diversifying your retirement savings into taxable, tax-deferred, and tax-free accounts to optimize tax efficiency.
The Urgency of Acting Before Tax Rates Increase: It underscores the limited window available to take advantage of current tax rates before anticipated increases, advocating for timely financial planning.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. This material is not intended as investment, tax, or legal advice, it is for educational and informational purposes only. Please consult legal, investment, or tax professionals for specific information regarding your individual situation. Please visit rbcapitalmanagement.com for all information and disclosures relating to investment advisory services. Investment advice is not offered or solicited through this website. This material was developed and produced by Rob Leiphart, CFP® to provide information and education on topics that may be of interest to you.
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.