David McKnight compares the approach of some of the biggest names in personal finance: Suze Orman, and William “Bill” Bengen (the man who invented the
Suze Orman Says 3%, Bill Bengen Says 4.7%–Who’s Right on Sustainable Withdrawal Rates? Read More »
David McKnight discusses one of the most destructive pieces of retirement advice he has ever heard: that you should never do a Roth conversion in retirement or within five years of retiring. Dave Ramsey believes you should forego doing a Roth…
Why Dave Ramsey’s Roth Conversion Advice Could Cost You a Fortune Read More »
David McKnight addresses something that can make or break your Roth conversion strategy: how you actually pay the tax. David kicks things off by sharing that Federal and state estimated tax payments are usually made in four equal installments: April…
Four Ways to Pay Tax on Your Roth Conversion Read More »
David McKnight explains why he has chosen to avoid bonds entirely and why you might want to rethink how you protect your portfolio as you approach retirement. David kicks things off by illustrating the so-called sequence of returns risk. According to…
I’m 52 Years Old and Have No Bonds in My Portfolio (Smart or Dangerous?) Read More »