Top Five Reasons to Pick a Roth 401(k) Over a Traditional 401(k)
This episode features David McKnight sharing the top five reasons why a Roth 401(k) is far superior to a traditional 401(k). Something important to keep
Suze Orman Says Roth IRAs Are Great — But Here’s What She’s Missing
This episode sees David McKnight look at Suze Orman, who, despite being one of the most widely recognized financial voices in America, shares what appears
The 3 Questions You MUST Answer BEFORE Doing a Roth Conversion
David McKnight addresses three key questions you must be able to answer before executing a single Roth conversion. Too many people go for Roth conversions
Five Roth Conversion Myths Busted: What Most Americans Get Wrong
David McKnight busts some of the most common Roth conversion myths that are costing retirees hundreds of thousands – if not millions – of dollars
Two Experts Debate When You Should Take Social Security—But here’s the TRUTH!
Today’s episode revolves around one of the biggest financial debates among pre-retirees and retirees: When should you take Social Security? Host David McKnight touches upon
What REALLY Happened with Kyle Busch’s $8 Million Lawsuit against Pacific Life
David McKnight looks at what happened when NASCAR legend Kyle Busch reportedly lost $8+ million in what was supposed to be a tax-free retirement plan.
The Financial Guru Hall of Shame–Who’s Leading You Off a Cliff?
David McKnight focuses on three of the biggest names in personal finance – Dave Ramsey, Suze Orman, and Ken Fisher – and why you should
Suze Orman Says 3%, Bill Bengen Says 4.7%–Who’s Right on Sustainable Withdrawal Rates?
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
Why Dave Ramsey’s Roth Conversion Advice Could Cost You a Fortune
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…
Four Ways to Pay Tax on Your Roth Conversion
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…
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