June 2023

This tax-free retirement income case study illustrates the power of a strategic income plan for your retirement years.

Strategic Tax-Free Retirement Income: A Case Study Part I

The following tax-free retirement income case study has been adapted from the book Tax-Free Income for Life by David McKnight and references The Power of Zero, also by David McKnight. In last month’s article, I reviewed a comprehensive approach to tax-free retirement income; specifically, the approach discussed by David McKnight in The Power of Zero. […]

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