August 17, 2012 David McKnight
Higher Taxes Loom for 401(k) Savers

Higher Taxes Loom for 401(k) Savers Here’s an interesting article from the Wall Street Journal.  The most useful quote in the entire article is one that supports and upholds the tax-free planning approach that we advocate:  “These days, an increase in federal income-tax...

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August 8, 2012 David McKnight
75% Marginal Tax Rates in France?

75% marginal tax rates could be coming to France.  Is the US next? Read the full article here.

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June 29, 2012 David McKnight
Introducing the Tax Free Planning Blog

This blog is designed to share information and insights related to the tax free retirement planning strategy.  I will periodically be posting observations, articles, and helpful links that will be beneficial to any financial advisor that believes that tax rates in the future will...

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April 16, 2012 David McKnight
Who Owns America? Hint: It’s Not China

Who Owns America? Hint: It’s Not China When I ask my clients what percentage of the national debt is owed to China, they almost overwhelmingly respond, “Almost all of it!”  What’s the truth?  Of our nearly $17 Trillion of debt, we only owe China about $1.2 Trilli...

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April 7, 2012 David McKnight
My Favorite Life Insurance Power Phrase

I use this phrase with anyone who is skeptical of using life insurance as an accumulation tool: “You don’t have to love life insurance companies.  You just have to like them a little bit more than you like the IRS.” It’s interesting that some folks gladly write...

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