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Ep 65: Could the Federal Government Take Away Your Roth or LIRP? with David McKnight

January 29, 2020
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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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 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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Ep 64
What You Need to Know About Tax Changes in 2020 with David McKnight
January 22, 2020Duration: 19:52

The new year brings important changes to the IRS tax code along with various thresholds that we have to know about when it comes to Power of Zero planning. We have to be keenly aware of these thresholds because they can end up being landmines if we’re not doing things correctly. The new income thres...

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Ep 63
Is Our Country's Fiscal Condition Past the Point of No Return? with David McKnight
January 15, 2020Duration: 24:00

For a grim depiction, check out this article The Mathematical Certainty of U.S. Government Default by Ptolemy3 about the future of the US government’s debt situation. The US government reached the tipping point at least fifteen years ago where the only way out will be default. People who calculate d...

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Ep 62
The SECURE Act Passes–Implications for Power of Zero Planning with David McKnight
January 8, 2020Duration: 24:55

The SECURE Act was passed a couple of weeks ago and we now know what it’s implications are. The big thing that everyone is talking about is that it eliminates the lifetime stretch provision for non-spouse beneficiaries of IRA’s, 201(k)’s, and Roth IRA’s. Now, if you’re leaving your IRA to a non-spou...

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Ep 61
Will the POZ Approach Increase My Medicare Premium? with David McKnight
January 1, 2020Duration: 13:08

One of the most common questions that David gets is regarding what happens to the Medicare Part B premium if someone engages in a Power of Zero tax strategy. Are there unexpected consequences of shifting money from tax-deferred to tax-free? When you do a Roth conversion, it doesn’t count towards the...

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