Movies and Documentaries
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Movies and Documentaries
The Future of Tax-Free Wealth
Stop the Tax Bleed!
Most Americans have been sold the same financial fairytale: save in tax-deferred accounts now, and pay taxes later when you're in a lower bracket. But what if “later” comes with the highest tax rates in U.S. history? What if your nest egg is sitting in a ticking tax bomb?
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:
How today’s tax policies are setting you up for future pain
Why Roth conversions could be your financial lifesaver
The role of tax-free life insurance in a modern retirement plan
How to reposition your assets now—before taxes surge
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:
The national debt crisis and how it could force a historic tax hike
Why tax-deferred retirement accounts may be your GREATEST FINANCIAL LIABILITY
The myth of being in a “lower tax bracket” in retirement
How traditional advice has left millions exposed
The urgent strategy to legally eliminate taxes from your retirement income
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.
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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.