Thinking about doing a Roth Conversion? Beware: many people compare the wrong tax rates… a mistake that can lead to the wrong decision in retirement. Join David McKnight to learn which of the two numbers you should be comparing instead and when paying the IRS today makes sense, and when it doesn't. ...
When the stock market crashes, most people freeze. Today, David McKnight explains why a Roth conversion may be one of the smartest retirement moves you can make while prices are down. Find out how to turn a market downturn into a chance to build tax-free income for the rest of your life. In this...
Most retirees are told to spend one account at a time, but a smarter retirement planning strategy treats every account as part of a single income system. David McKnight shows how to use the quiet early years of retirement to your advantage, and why the order you draw your income may matter less tha...
Financial planning expert Rob Berger says the biggest challenge in retirement planning is one that no one can solve, since nobody knows how long retirement will last. David McKnight shares his disagreement, and explains why a financial product designed for exactly this problem – annuities – may be...
Viral TikTok "finfluencer" Tyler Gardner claims his 76-year-old father can stay 100% in stocks. David McKnight breaks down exactly where that approach falls apart. Additionally, he reveals the retirement planning strategy that actually makes a 100% stocks allocation safe, so a market downturn doesn'...
Get the latest updates and news right in your inbox.