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Ep 280: The Two 5-Year Roth Rules Explained

March 13, 2024
This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to prevent people from abusing them. The first five-year rule applies to earnings on Roth contributions and determines whether those distributions can be taken tax-free. The second rule concerns Roth conversi...

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David McKnight
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David McKnight
David McKnight is a highly regarded speaker whose workshop The Power of Zero has been seen by thousands of Americans across the country. He has made frequent appearances on Bloomberg Radio, The New York Times, CNBC, Yahoo! Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other national publications. Most recently David was a main platform speaker at Forum 400, an annual gathering of the top 1% of financial advisors in the country. In the summer of 2014, he was a Focus Speaker at the annual world-wide meeting of the Million Dollar Round Table in Toronto, Canada.

All the Episodes

Ep 280
The Two 5-Year Roth Rules Explained
March 13, 2024Duration: 07:09

This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to prevent people from abusing them. The first five-year rule applies to earnings on Roth contributions and determines whether those distributions can be taken tax-free. The second rule concerns Roth conversi...

Listen to EpisodeListen to Episode
Ep 279
Warren Buffet Says AVOID Financial Advisors Like the Plague (Is He Right?)
March 6, 2024Duration: 08:33

At a recent Berkshire Hathaway annual shareholder meeting, Warren Buffett shared his thoughts on why he sees financial advisors as the worst people to trust with your money. Buffett believes that financial professionals in aggregate can’t do better than the aggregate of the people who just sit tight...

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Ep 278
George Kamel Swings and Misses on Indexed Universal Life
February 28, 2024Duration: 18:59

George Kamel recently released a video on index universal life. On the surface, it looks like a ruthless exposé of a financial scam that millions of Americans are falling for.  But when you scratch just below the surface, his critique of IUL is a steaming cesspool of half-truths and outright lies th...

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Ep 277
Is Ken Fisher's Anti-Annuity Stance Illegal?
February 21, 2024Duration: 08:07

According to David, Ken Fisher’s hate toward annuities is visible in what can be considered “one of the most successful attacks on any financial product in history”. David discusses why, in his opinion, Ken Fisher sees annuities as the perfect marketing tool to build his own asset management firm. T...

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Ep 276
Suze Orman vs. Dave Ramsey on Sustainable Withdrawal Rates in Retirement
February 14, 2024Duration: 06:34

Financial expert and author Ric Edelman has stated that, in his opinion, anyone following Dave Ramsey’s 8% retirement withdrawal strategy is…doomed! The 4% rule has been the distribution rates’ gold standard for over 30 years. However, Suze Orman said that she wouldn’t use the 4% rule on any level. ...

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