Podcast Episodes
Back to SearchHow to Get Your Social Security 100% Tax-Free with David McKnight
Season 1 Episode 47
Social Security can indeed be taxed, despite the feeling that you're getting taxed twice.
This year, 89% of all federal tax revenue is only going to …
6 years, 6 months ago
My Response to an Amazon Review Critical of The Power of Zero with David McKnight
Season 1 Episode 46
When you come from a tax-deferred paradigm, it can really skew how you view the types of accounts that you are accumulating dollars in.
The main thru…
6 years, 6 months ago
All About MEC's, 1035 Exchanges and Life Insurance Taxation with David McKnight
Season 1 Episode 45
The IRS has a test called the seven pay premium test. It basically states that it's possible to put too much money into a life insurance policy. If y…
6 years, 6 months ago
Do LIRP's Really Have High Fees? with David McKnight
Season 1 Episode 44
The number one criticism of the Life Insurance Retirement Plan online is that the fees are simply too prohibitive, but the question is really what ar…
6 years, 6 months ago
The Great Roth Conversion Myth with David McKnight
Season 1 Episode 43
You will find articles on the internet that claim that if you are going to do a Roth Conversion you have to do it a number of years before retirement…
6 years, 7 months ago
How the 72(t) Can Help You Get To Zero with David McKnight
Season 1 Episode 42
There are a number of ways to get money out of an IRA before you are 59 and a half years old. One is a Roth Conversion, but the problem with that is …
6 years, 7 months ago
3 Huge Retirement Mistakes and How To Avoid Them with David McKnight
Season 1 Episode 41
There are three critical mistakes that most people make when preparing for retirement that really should be resolved beforehand.
The first mistake is…
6 years, 7 months ago
Reverse Mortagages with David McKnight and Harlan Accola
Season 1 Episode 40
Harlon Accola is the National Reverse Mortgage Director for Fairway Independent Mortgage Corporation, and reverse mortgages are all he's done for the…
6 years, 7 months ago
15 Things You Should Know about the Roth IRA--Part 2 with David McKnight
Season 1 Episode 39
Today, we continue last week's discussion of 15 Things You Should Know about the Roth IRA, with Part 2.
You can not take a required minimum distribut…
6 years, 8 months ago
15 Things You Should Know about the Roth IRA--Part 1 with David McKnight
Season 1 Episode 38
A true tax-free investment will meet two basic tests. They will first be free from every type of tax which means free from federal tax, state tax, an…
6 years, 8 months ago