If you've built up $1M in your IRA and $1M in taxable investments, David McKnight has a warning: every year that money stays put, the IRS gets to vote on your tax rate. He breaks down a retirement planning strategy for gradually converting your IRA to Roth – fast enough to beat rising rates, slow e...
If you've built up $1M in your IRA and $1M in taxable investments, David McKnight has a warning: every year that money stays put, the IRS gets to vote on your tax rate. He breaks down a retirement planning strategy for gradually converting your IRA to Roth – fast enough to beat rising rates, slow e...
When is a good time to start your Social Security? David McKnight reveals why smart retirement planning means waiting until age 70 for reasons that have nothing to do with a bigger check… and everything to do with the years in between being your best window for Roth conversions. In this episode,...
Should you stop your Roth conversions at the 22% tax rate, or push into the 24% bracket? David McKnight responds to a viewer's detailed case for stopping early, revealing why optimizing this year's tax bill can be the wrong retirement planning move over a 30-year horizon. You'll discover his "rip t...
Is putting your entire retirement planning strategy into 30-year treasuries really the safe bet it seems? David McKnight reveals why this approach could expose you to two hidden risks, and explains how the stock market and annuities might hold the real key to protecting your income. In this episo...
Get the latest updates and news right in your inbox.