Oak Harvest Financial Group Presents:
How to Build a Zero Tax Retirement
with David McKnight
What we will discuss:
• Why taxes will likely be increasing
• Why tax-deferred accounts like 401(k)s and IRAs could
be a huge 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
Investment Advisory services are provided through Oak Harvest Investment Services, LLC a Registered Investment Adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC. For informational purposes only. Should not be considered personalized investment, tax, or legal advice. Not an offer or solicitation to buy or sell securities. All cited data and information is believed to reliable, but is not guaranteed. Any hypothetical situations, information, and outcomes described do not reflect actual results and are not guarantees of future results. Historical situations discussed may not apply to your specific situation. Past performance is not indicative of future results. David McKnight is not affiliated with Oak Harvest Financial Group in any way. His presentation and opinions are not necessarily the opinions of Oak Harvest Financial Group.
Visit our website for more important disclosures: www.oakharvestfg.
Troy Sharpe, CFP®
Troy Sharpe, CFP® is the Founder and CEO of Oak Harvest Financial Group. He is the host of “The Retirement Income Show” at 12 p.m. Sundays on KTRH 740AM. He holds a Series 65 License as well as a Texas life insurance license. He earned a finance degree from Florida State University and completed his Certified Financial Planning® certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. Additionally, Troy is a Registered Financial Consultant with the International Association of Registered Financial Consultants.
David McKnight
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.