Most Americans hate annuities and would tell you to avoid them… But what if the version you’ve been warned about isn’t the only option for
The Three Biggest Reasons Americans Hate Annuities Read More »
Should every dollar go into a Roth 401(k) if taxes will be higher? David McKnight reveals why that instinct could actually be one of the most expensive tax decisions a high-income earner can make when it comes to retirement planning. In this episode, David McKnight addresses two frequently asked questions: “If tax rates are going
Should High Earners Contribute to a Roth 401k? Read More »
Should you stop doing Roth conversions as part of your retirement planning after Senator Ron Wyden’s new legislation targeting specific retirement accounts? David McKnight breaks down the key aspects of the proposal and what it actually means for the average American (and their retirement). Show Notes In this episode, David McKnight looks at whether you […]
The Latest Proposal to Tax Roth IRAs: Should you be worried? Read More »