The Latest Proposal to Tax Roth IRAs: Should you be worried?
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
What If I Retire Into A Market Crash?
David McKnight addresses one of the biggest fears people have as they approach retirement: “What if I retire right into a market crash?”. Not only
The Five Biggest Roth Conversion Traps
In this episode, David McKnight walks you through the five biggest Roth conversion traps, and how to avoid them. He is a big believer in
High Earners: Stop Making This Roth vs. Traditional Tax Mistake!
David McKnight addresses one of the most common questions he gets: “If tax rates are going to be dramatically higher in the future, shouldn’t I be putting every dollar into a Roth 401(k)?”. Moreover, people often wonder whether they should be converting as much of their IRA to Roth as quickly as possible. David is […]
What REALLY Happens When Your Kids Inherit Your IRA
In today’s episode, David McKnight discusses what many people don’t get about the IRS and what happens to their IRA and what their children are supposed to get at some point. Many people spend decades building up tax-affirmed retirement accounts without fully appreciating what happens when those accounts pass to the next generation. When a […]
The Hidden Reason Married Couples Need Roth Conversions
David McKnight kicks off this Power of Zero Show episode by stressing that, in his opinion, tax rates in the future are likely to be much higher than they are today. Why? Because the U.S. has a national debt that continues to grow at an alarming rate. It has hundreds of trillions of dollars in […]
Did Suze Orman Just Endorse Annuities?
David McKnight discusses the Woman’s World article Suze Orman Reveals When to Buy an Annuity – and the One Question You Must Answer First. For
The Truth About Buy-and-Hold Investing in Retirement
In this episode, David McKnight addresses one of the biggest myths in retirement planning: once you retire, you need to dramatically reduce your exposure to
The New Case Against Bonds in Retirement
David McKnight kicks this episode off by explaining how, for decades, conventional financial wisdom has been saying that, as you approach retirement, you should begin
This Small Trick Could Increase Your Retirement Income by 22%
A recent landmark study from BlackRock caught David McKnight – he shares what it was all about and why you should care in this new
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