In an ever-changing economic landscape, navigating market volatility remains a constant concern, especially for those nearing or already enjoying retirement. Fluctuations in the market can
Life Insurance Retirement Plans (LIRPs) are becoming an increasingly popular tool for retirement planning, offering a blend of life insurance coverage and potential tax-advantaged growth. This guide explores what LIRPs are, how they work, and the key considerations for individuals thinking about incorporating them into their retirement strategy. Understanding Life Insurance Retirement Plans: What is […]
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 many ways. However, did you know that the Baby Boomer generation also represents a “demographic glitch” in a way that is important to all of us? Allow me to explain. […]
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 it: the Three Percent Rule. I’ll share what came before it, how it came to be popularized, and whether it’s truly the best strategy to utilize so that you can […]
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
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
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
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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