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Everybody who is a saver should watch this video! I hear all the time"Why isn't everybody doing this?"
Education is the only avenue to avoid the roadblocks set up by "Uncle Sam" — a man with deep pockets just waiting to collect more taxes and penalties associated with unreliable, inadequate planning.
Diligent savers enter the second half of retirement with little insight into the complex tax and distribution planning dangers that can wipe away the sacrifice made during their working years.
What good is investment growth if you can't reap the rewards in retirement?
Dennis C. Drake, LACP, NSSA, RSSA, Ed Slott Master Elite IRA Advisor
Dennis is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen or heard on WDEL radio, RVN TV, USA Today, Retirement Weekly, Street Magazine, Yahoo and others.
As the co-author of The New Rules of Retirement Savings and The No Compromise Retirement Plan, Dennis has been interviewed by Ray Loewe “The Luckiest Guy in The World” on his show Breaking the Rules where Dennis goes through his specially tailored planning process and his free special report, The 10 Elements of a Successful Retirement.
As the founder and CEO, Dennis and his team at SMART Tax Free Retirement have been teaching business owners, executives, high net worth individuals, retirees and pre-retirees how to reduce and/or eliminate taxes in retirement, protect their assets, set up guaranteed retirement income streams and efficiently pass on their wealth for over 30 years.
Dennis has taught continuing education courses to Insurance Agents, Attorneys as well as CPA’s. He has also done numerous education seminars for the general public and has taught the course “The Power of Zero Taxes in Retirement” at Del-Tech college. He is also a teacher for the National Society for Financial Educators. He is currently presenting his ongoing Public Seminar Series - Reducing Income and Estate Taxes on Your IRA and 401k.
You don’t have to spend much time with Dennis to realize why his clients trust their money and their future to him. He is a warm and passionate communicator with a “down home” style who loves to share his financial wisdom and insights. He often hears “I wish I would have met you 10 years ago!”
In addition, Dennis shared his leadership experience as the Political Action Committee chairperson on the board of the National Association of Insurance and Financial Advisors for over 18 years. He also won the Douglas Bennetti Lifetime Leadership Award for devotion and service to the Delaware community.
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