Podcast Episodes
Back to SearchIs The 4% Rule Still Viable? with David McKnight
Season 1 Episode 67
The 4% Rule originated with a man named William Bengen in 1994. He looked back and noticed that people were withdrawing from their portfolios at a ve…
6 years, 1 month ago
The Difference Between Tax-Deferred and Tax-Free with David McKnight
Season 1 Episode 66
David gets the same question nearly every single week. Someone invariably asks about how if they do a Roth conversion, won't they have less money wor…
6 years, 1 month ago
Could the Federal Government Take Away Your Roth or LIRP? with David McKnight
Season 1 Episode 65
David prefers to be a clear-eyed realist and face things head on, mincing words about the fiscal situation of the United States would be a disservice…
6 years, 2 months ago
What You Need to Know About Tax Changes in 2020 with David McKnight
Season 1 Episode 64
The new year brings important changes to the IRS tax code along with various thresholds that we have to know about when it comes to Power of Zero pla…
6 years, 2 months ago
Is Our Country's Fiscal Condition Past the Point of No Return? with David McKnight
Season 1 Episode 63
For a grim depiction, check out this article The Mathematical Certainty of U.S. Government Default by Ptolemy3 about the future of the US government'…
6 years, 2 months ago
The SECURE Act Passes–Implications for Power of Zero Planning with David McKnight
Season 1 Episode 62
The SECURE Act was passed a couple of weeks ago and we now know what it's implications are.
The big thing that everyone is talking about is that it e…
6 years, 2 months ago
Will the POZ Approach Increase My Medicare Premium? with David McKnight
Season 1 Episode 61
One of the most common questions that David gets is regarding what happens to the Medicare Part B premium if someone engages in a Power of Zero tax s…
6 years, 3 months ago
Will the Power of Zero Approach Still Be Valid after 2025? with David McKnight
Season 1 Episode 60
Once you get past December 31 of 2019 you will only have six years left to reposition dollars from tax-deferred to tax-free before tax rates go up fo…
6 years, 3 months ago
Last Call For Roth Conversions! with David McKnight
Season 1 Episode 59
The last weeks of December are critical in terms of taking advantage of your last opportunities to do Roth conversions for the 2019 tax year. Many pe…
6 years, 3 months ago
If Taxes Are Supposed to Go Up, Why Did They Just Go Down? with David McKnight
Season 1 Episode 58
David gets a number of emails from listeners saying that he's been wrong for years and the central thesis of the Power of Zero paradigm is incorrect.…
6 years, 3 months ago