The Paradigm Group Presents:
The Power of Zero™ Retirement Webinar
Presented by David McKnight
• Why tax-deferred accounts like 401(k)s and IRAs could
be a liability in a rising tax environment
• Why you should consider transferring money into a
tax-free alternative while tax rates are historically low
• A step-by-step road map on how to work toward the zero
percent tax bracket, potentially eliminating tax rate risk
from your retirement picture
Disclosure: David McKnight is not affiliated with nor does he endorse The Paradigm Group or AE Wealth Management, LLC. The information and opinions presented are those of David McKnight and do not necessarily reflect the views of The Paradigm Group or AE Wealth Management.
This presentation is designed to provide general information on the subjects covered. It is not intended to provide specific investment or tax advice and should not be construed as advice designed to meet the particular needs of an individuals situation. The Paradigm Group does not provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.
The Paradigm Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investment Advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Paradigm Group are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, and numerous other national publications. His bestselling book The Power of Zero has sold over 200,000 copies. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero.
Matt Klaess is an Investment Advisor Representative who brings a tailored and intuitive approach to his client relationships. He combines his extensive experience in the financial industry with his sincere interest in the well-being of others to provide the best client service. Matt has been a contributor and guest for Fox Business News, Fortune and other major financial publications. He is the host of the Financial Awakenings radio show on KOA, as well as the host of the podcast, Wise Assets. Matt is also involved with various local charitable organizations, offering his time and fundraising experience to empower his community. Outside of the office, Matt is a sports and health enthusiast. He is devoted to his golf game, meditation and yoga, helping him maintain balance and perspective in his life. This gives him a greater understanding of the pursuits of his clients; to enjoy life to the fullest extent.