March 27, 2018 David McKnight
Do Roth Conversions Count Towards Roth IRA Income Limits?

One question we often get is whether Roth Conversions count towards the Modified Adjusted Gross Income (MAGI) thresholds that phase out Roth contributions.  The short answer is “no”.  However, it is important to note that while Roth Conversions don’t count towards those t...

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March 22, 2018 David McKnight
Listen to a Recording of My Live Appearance on Bloomberg Radio

On Tuesday I appeared on the Bloomberg Radio which broadcasts on their flagship station in New York, Washington D.C., Boston and San Francisco, easily the biggest audience I’ve ever addressed.  The clip is just shy of seven minutes long but has a lot of useful information about the new ta...

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March 15, 2018 David McKnight
Updated and Revised Version of The Power of Zero to be Published through Penguin Random House

Four years ago I self-published a book called The Power of Zero.  I put it up for sale on Amazon and crossed my fingers.  To my great disbelief, people actually bought the book! Since then The Power of Zero has sold 125,000 copies and has spawned a sequel (Look Before You LI...

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February 15, 2018 David McKnight
How to Spot a Counterfeit Copy of The Power of Zero

It recently came to my attention that The Power of Zero, like many other items on Amazon, is being counterfeited.  The counterfeit copies I’ve seen are rife with spelling errors on the back cover and have an internal layout that has a different font and a “cooked up in the gara...

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December 20, 2017 David McKnight
How Does the New Tax Legislation Affect Your POZ Clients and Prospects?

With tax reform passing both the House and the Senate, it now heads to President Trump’s desk where it will likely be signed into law some time before Christmas.  With tax reform now a virtual certainty, I’d like to comment on how this legislation will affect the typical POZ client...

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