Content Provider
Rra side color 01 01
Middlebanner astps03182024
Handout Materials
Presentation Slides
Additional Materials
Risk-Based Retirement Education & Resources for CPAs
Events
Webinar Technical FAQs
Free cpe webinars
Maximize Retirement Cash Flow Using a 3 Bucket System

MAXIMIZE RETIREMENT CASH FLOW USING A 3 BUCKET SYSTEM

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 8, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

With over a million different options available for you to structure your retirement the process can seem overwhelming, but it doesn’t have to be. In this webinar, you will learn about a simple 3 Bucket System you can use to get the most out of your retirement assets. You will learn how each of these buckets works and how much money you should have in each bucket to maximize your income during your retirement years.

Learning Objectives:


  • Determine what the taxable bucket is and how it should be funded 

  • Identify what the tax-deferred bucket is and why most people don’t use it correctly 

  • Describe what the tax-advantaged bucket is and how it can maximize your retirement 

  • Summarize what you can do to avoid taxation of your Social Security benefits

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Rra side color 01 01

Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.


To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.


Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.


 User-added image  User-added image

About Our Presenter

Rra side color 01 01

Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.