Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
Rule #1: Tax rates will go up by 2030. The Fed needs huge sums of money to pay for unfunded obligations, so taxes will have to go up; otherwise, the country will go bankrupt.
Rule #2: In a rising tax…
David kicks off the conversation by laying out the 3 basic Life Insurance Retirement Plans (LIRP) and how you can find the best one for your particular situation.
For David, an LIRP is like marriage …
David kicks off the conversation by revealing that tax rates will revert to where they were in 2017 - you have only four years to take advantage of the historically low tax rates and do a Roth conver…
David starts the conversation by pointing out that more and more financial experts are convinced that tax rates will rise dramatically to pay for unfunded obligations in the future.
One way to protec…
David starts the conversation by describing the changes you can expect from SECURE Act 2.0 and what these changes will mean for your retirement plans.
According to David, too many workers retire with…
David starts the conversation by explaining why financial gurus like Dave Ramsey and Suzzie Orman hate permanent life insurance.
With all the financial information floating around on the internet, wh…
In this episode of The Power of Zero Show, David McKnight talks about what you can do to protect your pension in the current rising tax environment.
David explains that tax rates will rise dramatica…
In this episode of The Power of Zero Show, David McKnight shares evidence that unless there is immediate and dramatic fiscal realignment by the Federal Government, the U.S. will be mired down in a Gr…
This episode of The Power of Zero Show addresses the recently-released new contribution limits for the 401(k) in 2023, as well as additional increases in other IRS thresholds.
David shares that the I…
Today’s episode of The Power of Zero Show is a segment of an interview David did with financial advisor, Ron DeLegge. They discuss, among other things, whether it’s a good idea to convert your Roth I…
Today’s episode of The Power of Zero Show addresses the question ‘Should the Federal Government get rid of the Roth IRA?’
In a recent MarketWatch article, Alicia Munnell, founder of Boston College’s …
In this episode, David tells the truth about Suze Orman, who’s been giving financial advice for the last 25 years and has some pretty black and white positions on most financial subjects.
Suze Orman …
David had been skeptical about reverse mortgages and now considers himself a “late convert.”
Don Graves sees reverse mortgages as a financial planning tool cleverly disguised as a mortgage.
Using a f…
David suggests avoiding the shift of everything out of your IRA or 401k into the tax-free bucket because, by doing so, you would then have a standard deduction in retirement that sort of sits idle.
$…
David’s latest book, the 75,000-word novel The Infinity Code, is set to be released on September 27th.
David says that the U.S. is facing a math problem of gigantic proportions: they have promised wa…
Today’s episode addresses claims by the likes of Suze Orman, The White Coat Investor, and Clark Howard that financial advisors are a rip-off.
After 25 years in the industry, David can say without a d…
Today’s episode focuses on the impact of Joe Biden’s student loan forgiveness program on the fiscal trajectory of the U.S..
David shares that Biden’s plan has only one stipulation: your annual income…
Ken Fisher dislikes annuities. He is not shy about it and became controversially famous with his 'I Hate Annuities' campaign. But is his hatred justified?
First, Fisher's claims that annuities have '…
Lane Martinsen from Financial Fast Lane interviews David McKnight on why you should use LIRP and the benefits of getting to the zero percent tax bracket.
David explains the motivation behind his boo…
Did Joe Biden just solve the national debt crisis? Here’s why you shouldn't be celebrating just yet.
David explains why most people believe passing the Inflation Reduction Act might be the first step…