Ranked #1
What is an L.I.R.P. Conversion? with David McKnight
What is an L.I.R.P. Conversion? with David McKnight
David becomes very uneasy when advisors recommend that their clients take the money in their IRA and convert all of it i... Read more
30 Oct 2019
•
16mins
Ranked #2
The Holy Grail of Financial Planning with David McKnight
The Holy Grail of Financial Planning with David McKnight
When David is working with a client, his recommendation is to reach the zero percent tax bracket is by having 5 to 7 str... Read more
13 Nov 2019
•
18mins
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Ranked #3
15 Things You Should Know about the Roth IRA--Part 1 with David McKnight
15 Things You Should Know about the Roth IRA--Part 1 with David McKnight
A true tax-free investment will meet two basic tests. They will first be free from every type of tax which means free fr... Read more
24 Jul 2019
•
14mins
Ranked #4
The 12 Rules for a Power of Zero Retirement with David McKnight
The 12 Rules for a Power of Zero Retirement with David McKnight
Rule #1: Everyone’s situation is different, and there is no cookie cutter approach. You can’t pick up the Power of Zero ... Read more
20 Nov 2019
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17mins
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Ranked #5
The SECURE Act Passes–Implications for Power of Zero Planning with David McKnight
The SECURE Act Passes–Implications for Power of Zero Planning with David McKnight
The SECURE Act was passed a couple of weeks ago and we now know what it’s implications are. The big thing that everyone ... Read more
8 Jan 2020
•
24mins
Ranked #6
Do LIRP's Really Have High Fees? with David McKnight
Do LIRP's Really Have High Fees? with David McKnight
The number one criticism of the Life Insurance Retirement Plan online is that the fees are simply too prohibitive, but t... Read more
4 Sep 2019
•
19mins
Ranked #7
What You Need to Know About Tax Changes in 2020 with David McKnight
What You Need to Know About Tax Changes in 2020 with David McKnight
The new year brings important changes to the IRS tax code along with various thresholds that we have to know about when ... Read more
22 Jan 2020
•
19mins
Ranked #8
How Life Insurance Will Replace the Stretch IRA with David McKnight
How Life Insurance Will Replace the Stretch IRA with David McKnight
Historically, people who had large IRA’s, and who didn’t want their beneficiaries to squander their inheritance all in o... Read more
19 Feb 2020
•
18mins
Ranked #9
Five Key Takeaways of The Power of Zero Message with David McKnight
Five Key Takeaways of The Power of Zero Message with David McKnight
The five key takeaways of The Power of Zero message have evolved considerably, especially since the recent Trump tax cut... Read more
22 May 2019
•
19mins
Ranked #10
3 Huge Retirement Mistakes and How To Avoid Them with David McKnight
3 Huge Retirement Mistakes and How To Avoid Them with David McKnight
There are three critical mistakes that most people make when preparing for retirement that really should be resolved bef... Read more
14 Aug 2019
•
15mins
Ranked #11
Is Our Country's Fiscal Condition Past the Point of No Return? with David McKnight
Is Our Country's Fiscal Condition Past the Point of No Return? with David McKnight
For a grim depiction, check out this article The Mathematical Certainty of U.S. Government Default by Ptolemy3 about the... Read more
15 Jan 2020
•
24mins
Ranked #12
A Power of Zero Case Study (No Pension) with David McKnight
A Power of Zero Case Study (No Pension) with David McKnight
Let’s say we’ve got two 60 year olds that want to retire at the age of 65. They’ve got $300,000 in their taxable bucket,... Read more
29 May 2019
•
15mins
Ranked #13
Will the Power of Zero Approach Still Be Valid after 2025? with David McKnight
Will the Power of Zero Approach Still Be Valid after 2025? with David McKnight
Once you get past December 31 of 2019 you will only have six years left to reposition dollars from tax-deferred to tax-f... Read more
25 Dec 2019
•
14mins
Ranked #14
A Power of Zero Case Study (Pension Example) with David McKnight
A Power of Zero Case Study (Pension Example) with David McKnight
The Power of Zero paradigm changes a bit when you have a pension. The best case scenario in terms of tax rates that you ... Read more
5 Jun 2019
•
18mins
Ranked #15
What is the Public Pension Liability Crisis? with David McKnight
What is the Public Pension Liability Crisis? with David McKnight
There are three words that don’t get mentioned very much, but they should scare the dickens out of you. Those words are ... Read more
6 Nov 2019
•
14mins
Ranked #16
Can You Have Too Much Money To Get To The 0% Tax Bracket? with David McKnight
Can You Have Too Much Money To Get To The 0% Tax Bracket? with David McKnight
The simple answer to the question of whether or not you can have too much money to get to the 0% tax bracket is no. The ... Read more
12 Jun 2019
•
15mins
Ranked #17
Meet the Politician Who Sounds Exactly Like a Power of Zero Advisor with David McKnight
Meet the Politician Who Sounds Exactly Like a Power of Zero Advisor with David McKnight
There are two people today that are making waves in the national conversation for what they are saying about the nationa... Read more
23 Oct 2019
•
18mins
Ranked #18
Reverse Mortagages with David McKnight and Harlan Accola
Reverse Mortagages with David McKnight and Harlan Accola
Harlon Accola is the National Reverse Mortgage Director for Fairway Independent Mortgage Corporation, and reverse mortga... Read more
7 Aug 2019
•
29mins
Ranked #19
Part 2, Jonathan Krueger from Living a Richer Life By Design, interviews David McKnight
Part 2, Jonathan Krueger from Living a Richer Life By Design, interviews David McKnight
The math demonstrates that our elected officials have made promises that they can’t possibly afford to deliver on in the... Read more
3 Jul 2019
•
30mins
Ranked #20
The Surprising Tax Benefits of Living in Puerto Rico with David McKnight
The Surprising Tax Benefits of Living in Puerto Rico with David McKnight
In 2012, there were two Acts that came out in Puerto Rico that gave people massive tax incentives to move their business... Read more
10 Jul 2019
•
16mins
