How Soon Will AI Replace Financial Advisors?
Today’s video is part four of David’s interview with the co-founder of Power of Zero, Larry DeLegge. They discuss whether AI will replace financial advisors and if Congress will take away the tax advantages of cash value life insurance. According…
Beware of This Tax Bracket When Doing a Roth Conversion
Today’s video is part two of David’s interview with Larry DeLegge, the co-founder of Power of Zero. They discuss the tax bracket you should avoid when doing a Roth conversion. They start the conversation by describing why it’s a no-brainer to…
The Hidden Benefits of Zero Tax Retirement
At Hanson Wealth Management, we strive to empower our clients to enjoy their life with significance and purpose through a comprehensive strategic planning process centered on their unique goals and the roadmap needed to achieve them. Our approach includes lowering your tax burden and optimizing your income streams with the objective of achieving tax-free retirement – so that you can truly live your best life. We subscribe to David McKnight’s “Power of Zero” philosophy, which emphasizes the strategic advantages of positioning oneself in the 0% tax bracket in retirement. This strategy focuses on reducing future tax liabilities on retirement […]
The Ticking Time Bomb in Your Cash Value Life Insurance
Today’s episode is part 1 of David’s interview with Power of Zero co-founder Larry DeLegge. The two talk about value life insurance policies, children, and whether life insurance can serve as a viable volatility shield in retirement. David…
