A Vaccine for the Coming COVID-19 Tax Increases*
(*aka, "How to Build a Zero Tax Retirement)
How to Build a Zero Tax Retirement
with commentary on the Impact of the COVID-19 Stimulus (CARES Act) on Your Retirement

Hosted by WR Nichols, JD, MBA, financial and legal educator and author of 2 books, with over 25 years of experience
Enter your email to reserve your spot.*
In This Workshop You Will Learn...
  • Your 401k, 403b, 457, or IRA is sitting on railroad tracks with a freight train in the form of higher taxes bearing down on it!
  • That if you do nothing your Social Security Benefits may well end up being taxed into perpetuity!
  • To shift your current tax-deferred accounts into tax-free Roth accounts and enjoy 100% tax-free growth and later income without RMDs by acting NOW!
  • How it takes about 4-6 different types of income streams to get to the 0% tax bracket, that there is a magic number to determine optimal "shifts" of assets to tax-advantaged accounts, none of which show up on the IRS' radar, but all of which contribute to you being in the 0% tax bracket!

Wally Nichols, JD, MBA, IAR
Financial/Legal Educator and Author

I'd love to be able to give you this information in 15 minutes, but I can't begin to do the topics justice and you wouldn't believe me if I tried anyway. So, I'm going to fully develop the discussion over a 75-minute live webinar. You can ask questions, and see how we take a couple who would otherwise be paying tremendous amounts of unnecessary taxes to a retirement entirely free of federal taxes by building a plan for them to pay their taxes early along the way at historically low tax rates.
Don't worry though--I'll also give you an opportunity to enroll in an 8-Section, 6-hour self-paced recorded class that fully develops each of the concepts covered in this live discussion. That way, you can more fully understand them at your own pace. 

*June 4, 2020 @ 6:30pm EDT or June 9, 2020 @ 6:30 pm EDT
Space Limited Act Now!

Wallace R Nichols, JD, MBA, IAR, NSSA

This discussion is generally offered as the culmination of a $49/family unit price through the National Society of Financial Educators (NSFE), as is the entire course. Because of the COVID-19 crisis and ensuing market collapse, though, I'm offering it to you through the Society for Financial Awareness (SOFA), a 501(c)(3) non-profit organization, free of charge. The markets will recover soon, tax rates will increase soon--don't miss your chance to learn how to take full advantage of the opportunity this cataclysmic event inadvertently offers us to plan--TODAY!
The Speaker
My name is Wallace R Nichols, JD, MBA. I go by Wally.
I am a financial and legal educator. Besides being an educator, I am a wealth, estate, and financial planner licensed to practice around the nation. I hold FINRA Series 7 & 66 licenses. I am the principal for Asset Guidance Group, LLC, a registered investment advisor with the SEC and Georgia Secretary of State’s office. My educational background besides having a juris doctorate is my MBA in quantitative analysis and information systems. I have a Bachelor’s of Business Administration in Accounting and Finance. I began my financial career in the financial services industry with the New York Life Company after leaving corporate America (Mobil Oil/GTE) in the late 1980s. I left New York Life in the mid-90s and have been a sole practitioner and ran my own practice since that time. I am also an attorney licensed to practice in the States of Georgia, Arizona. I’m now an inactive member of the DC Bar. I’ve litigated cases before the Supreme Court of Georgia, the Georgia Court of Appeals, the Arizona Court of Appeals, and practiced in state and federal courts from LA to New Jersey for 26 years.
I design my own investment models and manage my clients’ at-risk money upon request. I’m extremely pleased with my models’ performance over the past year. I tactically manage money for my clients in accord with their stated risk tolerances. I stay in contact with them regularly and frequently especially when we get market roller coasters. The greater percentage of my clients for whom I manage money are currently in retirement.
 Although I’m not a CPA, I am qualified to represent you before the IRS, to prepare your taxes, and even represent you before the IRS in administrative proceedings or in federal court. I routinely teach continuing professional education classes to lawyers, CPAs, and financial planners through NBI, the National Business Institute in ethics, taxes, wills, estates, and trusts, business entity formation, and tax implications for all of the above. So, we will be discussing things that have tax and estate planning implications. Hard to discuss retirement planning without bringing these things into the mix. 
 So, who better to discuss retirement planning, longevity risk planning and the changes in the legal and financial worlds related thereto, than someone who has already immersed himself into these topics and actually helped people through such crises?

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