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Ep 69: Is Your Annuity in the Wrong Bucket? with David McKnight

February 26, 2020
99.5% of all annuities are not in the right bucket. There are many reasons to use an annuity: they can be safe and productive, they safeguard against market risk while participating in the upward movement, and many people use them for a guaranteed stream of income. The alternative to annuities for c...

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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 69
Is Your Annuity in the Wrong Bucket? with David McKnight
February 26, 2020Duration: 20:52

99.5% of all annuities are not in the right bucket. There are many reasons to use an annuity: they can be safe and productive, they safeguard against market risk while participating in the upward movement, and many people use them for a guaranteed stream of income. The alternative to annuities for c...

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Ep 68
How Life Insurance Will Replace the Stretch IRA with David McKnight
February 19, 2020Duration: 18:33

Historically, people who had large IRA’s, and who didn’t want their beneficiaries to squander their inheritance all in one year, could use a trust to make sure the funds were released over the course of their lifetime. However, due to the recently passed Secure Act, that beneficiary will be forced t...

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Ep 67
Is The 4% Rule Still Viable? with David McKnight
February 12, 2020Duration: 19:11

The 4% Rule originated with a man named William Bengen in 1994. He looked back and noticed that people were withdrawing from their portfolios at a very haphazard rate. Prior to 2005, a common way people used to determine how much they could withdraw was to look at the average return of the market at...

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Ep 66
The Difference Between Tax-Deferred and Tax-Free with David McKnight
February 5, 2020Duration: 15:36

David gets the same question nearly every single week. Someone invariably asks about how if they do a Roth conversion, won’t they have less money working for them in the tax-free bucket and need more time to catch up compared to had they just left the money in the tax-deferred bucket? If the governm...

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Ep 65
Could the Federal Government Take Away Your Roth or LIRP? with David McKnight
January 29, 2020Duration: 15:42

David prefers to be a clear-eyed realist and face things head on, mincing words about the fiscal situation of the United States would be a disservice to everyone. One of the big things that people have asked about after the previous episode is whether shifting all their money to tax-free will do any...

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