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The Five Cardinal Rules of Roth Conversions

Season 1 Episode 337

David McKnight goes through his five cardinal rules for doing a Roth conversion.

The first principle is simple: don't do a Roth conversion that bumps…

11 months, 2 weeks ago

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How to Take Advantage of the Retirement Income Valley for Roth Conversions

Season 1 Episode 336

Wondering when you should start thinking about a Roth conversion? That's exactly what David McKnight dives into in this episode of The Power of Zero …

11 months, 3 weeks ago

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In What Order Should I Spend Down My Assets in Retirement?

Season 1 Episode 335

David McKnight addresses the most efficient order in which to spend your assets in retirement.

Online programs and algorithms that forecast and run c…

11 months, 4 weeks ago

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Suze Orman Says Have 3 to 5 Years of Living Expenses in CASH During Retirement (Good Idea?)

Season 1 Episode 334

Today's episode of The Power of Zero Show looks at a recent podcast episode in which Suze Orman recommended having three to five years of living expe…

1 year ago

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5 Huge Benefits of the Roth IRA!

Season 1 Episode 333

Today's episode addresses five reasons why a Roth IRA is one of David KcKnight's favorite tax-free investments. 

Unlike other retirement accounts, Ro…

1 year ago

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Two Huge Problems with Whole Life Insurance

Season 1 Episode 332

This episode of The Power of Zero Show is part of David McKnight's podcast interview with Caleb Guilliams and Tom Wall, PhD.

David touches upon a rec…

1 year ago

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Academics LOVE Annuities – Why Do Investors HATE Them?

Season 1 Episode 331

Today's episode of The Power of Zero Show features part of David McKnight's conversation with Caleb Guilliams and Tom Wall, PhD.

David kicks things o…

1 year ago

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How IUL Fits in a Balanced Approach to Tax-Free Retirement

Season 1 Episode 330

This episode of The Power of Zero Show is part of David McKnight's conversation with Caleb Guilliams and Tom Wall, PhD.

David touches upon the "dange…

1 year, 1 month ago

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Your Authoritative Guide to Tax-Free Retirement Planning in 2025

Season 1 Episode 329

In this episode of The Power of Zero Show, David McKnight addresses different strategies for tax-free retirement planning in 2025.

Most Americans are…

1 year, 1 month ago

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Expecting a Pension? Strongly Consider a Roth Conversion

Season 1 Episode 328

David McKnight discusses a couple of really good reasons for doing a Roth conversion when you're expecting a pension in retirement. 

David sees the A…

1 year, 1 month ago

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