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Last Call For Roth Conversions! with David McKnight

the power of zero

The last weeks of December are critical in terms of taking advantage of your last opportunities to do Roth conversions for the 2019 tax year. Many people think you can go all the way until December 31 but that’s not always going to be the case. Some…

What Is a Risk Multiplier? with David McKnight

the power of zero

When someone is talking about a risk multiplier, they are essentially talking about longevity risk. The longer you live, the more likely it is for you to experience a subset of risks that could completely derail your retirement plan. There first major…

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