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Virtual Lunch & Learn Series


January 1


8:00 am

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What We Will Discuss:

• 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.

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