Episode 115: How to Maximize Your Net Worth When Doing Roth Conversions & More
David has written a number of books on the Power of Zero paradigm for retirement and still does about 90 speaking engagements each year. He also runs a program with around 250 advisors that help him espouse the Power of Zero worldview. The basic premise of the Power of Zero is that due to the fiscal irresponsibility of the US, tax rates will have to rise dramatically over the next few years just to keep the country solvent. Combine that situation with a skyrocketing national debt and unfunded liabilities and there are massive implications for a generation that has the majority of their retirement money in the tax-deferred bucket. If you can situate your retirement assets such that in retirement you are in the zero percent tax bracket then you have effectively insulated yourself from the impact of higher taxes. If you’re in the zero percent tax bracket and tax rates double, two times zero is still zero. Conventional wisdom says that you will be in a lower tax bracket in retirement than...
Ep 115: How to Maximize Your Net Worth When Doing Roth Conversions & More
January 13, 2021
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David has written a number of books on the Power of Zero paradigm for retirement and still does about 90 speaking engagements each year. He also runs a program with around 250 advisors that help him espouse the Power of Zero worldview. The basic premise of the Power of Zero is that due to the fiscal...
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