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A Power of Zero Case Study (No Pension) with David McKnight

the power of zero

Let’s say we’ve got two 60 year olds that want to retire at the age of 65. They’ve got $300,000 in their taxable bucket, $700,000 in their tax deferred bucket between their IRA’s and 401(k)’s, and nothing in the tax free bucket. The first…

When Should I Take Social Security? with David McKnight

the power of zero

When you take social security ultimately comes down to how long you are going to live. If you can accurately predict how long you are going to live you can accurately predict at what age you should draw social security. The question becomes “how do…

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