To help you on your journey toward mastering the zero tax bracket, the following content shares the best uses of your taxable bucket of investments. It is excerpted in part from The Power of Zero, by David McKnight. Attaining the coveted 0% tax bracket isn’t merely wishful thinking—it’s a tangible goal that I guide numerous […]
The Baby Boomer generation is well-known for being the product of the post-World War II baby boom, and for rejecting and redefining traditional values in
In a previous article, I discussed the retirement income challenges created by longevity risk. Today, I want to talk about a common strategy for overcoming
The following content is excerpted in part from The Power of Zero, by David McKnight. A great many of my clients come to me with all their retirement savings in tax-deferred accounts. They have spent years following the advice of so-called “gurus” who say things like, “It’s ok to have all your retirement savings in […]
The following content related to achieving the 0% tax bracket and best uses of your taxable bucket is excerpted in part from The Power of Zero, by David McKnight. Achieving the 0% tax bracket is a dream scenario – and one that I help many of my clients accomplish – but it doesn’t happen by […]
This is the third installment of a tax-free retirement income case study that I have adapted from the book Tax-Free Income for Life by David McKnight. It may reference The Power of Zero, another book by David McKnight. In this article, I’m excited to bring you the conclusion of a case study featuring Mike and […]
This is the second installment of a tax-free retirement income case study that has been adapted from the book Tax-Free Income for Life by David McKnight. It references The Power of Zero, also by David McKnight. Most of the articles you’ll read here on this blog cover one or more aspects of a comprehensive approach
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.
If you’d like to achieve the 0% tax bracket and set yourself up for tax-free retirement income streams, check out this powerful “three buckets” approach.
A Roth conversion, and specifically a PIRC, can be a valuable strategy to create tax-free lifetime income for yourself and your family.