the power of zero

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

podcast /

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…

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