The Power of Zero Podcast

Hosted by David McKnight

Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.

How much of your social security is getting taxed, at what rate, and is there anything you can do about it? Unfortunately, the IRS doesn't make it easy for people to understand how much of their social security is taxable and at what rate. David...

This episode addresses whether the mainstream financial planning community is justified in avoiding Indexed Universal Life. Lately, social media has been filled with videos praising the virtues of a financial tool known as Indexed Universal Life...

David discusses how much of your IRA you should convert, in what amounts and over what time frame. If you’re not convinced by the possible dramatic increase in tax rates in 2031 to bump you into the 32% bracket, you’re not alone… A whole battery...

David addresses Clark Howard’s viewpoint that seems to want to invite people to never consider a fixed index annuity.  Despite interacting with thousands of financial advisors who offer fixed index annuities every year, David has never heard...

Doug Andrew called the IUL a dream investment, but is it the silver bullet retirement account he claims it to be?  David goes through Doug Andrew’s controversial remarks about IULs, and explains why he politely disagrees with his...

This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to prevent people from abusing them. The first five-year rule applies to earnings on Roth contributions and determines whether those distributions can be taken...

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