LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL

LOOK BEFORE YOU LIRP: WHY ALL TAX-FREE RETIREMENT PLANS ARE NOT CREATED EQUAL

Available Date

Tuesday, June 08, 2021: 5:00 PM Eastern
CPE Credits 1.0 hour
Course Level Basic
Prerequisites None

Course Description

In this session, attendees will learn why a Life Insurance Retirement Plan (LIRP) is an essential tool in getting to the 0% tax bracket in retirement. Attendees will learn about the things to look for in a good LIRP. Attendees will also learn why many of the myths about LIRP are not true. You don’t have to love life insurance or even life insurance companies to listen to this webinar; you just have to like them a “little” more than you like the IRS.

 

Learning Objectives:

  • Determine why all Life Insurance Retirement Plans (LIRP) are not created equal
  • Identify the four main benefits every LIRP should offer
  • Identify the benefits of using a LIRP as part of your overall retirement planning
  • Recall the top 10 myths against using a LIRP for your retirement

Testimonials

Tina Brown (AvantiCom International Tax)

The webinars provided by the CPAacademy.org are excellent. The Presenters are always knowledgeable and well prepared in their subject areas. What I enjoy most is their ability to provide insights into a topic which come from years of experience and expertise. Typically these insights are gained from events which have been experienced by the Presenters and brings relevance to the materials being provided.

Lloyd Doletski (Self Employed)

In presenting a program packed with useful, technical information, the speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar.

Shirley Reaves (SBR ADMIN MGMNT SVC LLC)

I enjoyed this webinar because I learned something that I was not aware of. I had never thought about life insurance as a retirement vehicle. This webinar pointed out the dos and don’ts about how to secure and protect your investment by pointing out the pitfalls to avoid and how to avoid them. I thoroughly enjoyed this webinar and would highly recommend it to young people.

Don Chamberlin (WinWholesale)

Dave Hall is an outstanding presenter. I take a lot of seminars. If Dave is not at the top, he is top 3 for sure. Just presents the information in a way that is understandable. Very useful topics that I am not seeing from others. Great information for those planning for retirement or just learning great information.

Cyndi Martin (FHLB Topeka)

Dave Hall was a extremely knowledgeable and personable presenter. You could tell he knew the subject matter well and kept my attention throughout the entire webinar. I will look forward to participating in future webinars where he presents. Thank you for this valuable information.

Lisa Inman (Inman Law PLLC)

I have enjoyed watching several of Dave’s seminars and plan to watch more. I appreciate the education he is providing on retirement and helping me to understand more in depth in each area. It is interesting material and practical for my own life and my clients.

Tiffany Lo (Tiffany & Associates)

This is a great webinar! I highly recommend it. It is an idea that is often overlooked by CPAs when giving advise to their clients to save tax in the long term. It is more complex than a 401(k) offered by employees and it is a lot of great features.

Lee Hamilton (TKC Holdings Inc)

The webinar provides an excellent deep dive into life insurance options, and why many options may seem appealing on the surface, but should be avoided. The information provided was very detailed, but also easy to follow and understand.

Start Time

5:00 pm

June 8, 2021

Finish Time

6:00 pm

June 8, 2021

Event Participants