Life insurance for retirement? Yes! Once again David McKnight shows us how to use what I believe is the single biggest benefit in the tax code – the tax exemption for life insurance – to create the holy grail of retirement planning. The ‘Life Insurance Retirement Plan’ is something every retiree (or soon-to-be retiree) should consider if they don’t want to spend their retirement years worrying about the stock market or Uncle Sam devouring their retirement savings.– Ed Slott, CPA and retirement expert
Well-written and motivating read. Easy to follow with straight-forward examples. This book provides important money-protection information all of us should know but don't. If you care at all about your family, your money, Social Security, taxes, and the future of your retirement, then this book is a must have!!– J. Rose
Bravo David. Your Zero tax bracket strategy is what I've been teaching to people ever since I saw you present it. What you have done is to build a strategy plan based on what the tax rulebook says now, while incorporating the most likely changes for the future. Perhaps now more people will see the big picture and recognize the urgency to work with someone who can help them incorporate your strategy. An absolute must read.– Martha T. Handrick
Look Before You LIRP" is the in-depth follow-up to "The Power of Zero" that every financial professional and/or eventual retiree needs to read! Whether you are younger and trying to figure out the best ways to save for retirement or already 65 and beginning your retirement, "Look Before You LIRP" will give you the step by step blueprint for choosing the plan best fitted for you. With David's easy-to-follow checklist, you will feel empowered to cut through the sea of financial information available in today's age and get right to the heart of what's important!– Kate
This is a really worthwhile read! Easy to understand. These are concepts that most people don't know about (yet!) But this is something that average people can use to improve their financial situation. Knowledge is power and the Power of Zero adds to my financial strength. Great book.– Clark Gardner
A must read for anyone that ever expects to retire successfully. There are many challenges to retirement, it can be a difficult road to navigate. Reliable, informative and educational books such as this one help to make sense of complex concepts and boil them down to plain English.– Larry D.
As a practicing CPA / Tax Attorney, I know from experience that tax preparers don't get what Mr McKnight has so well outlined in The Power of Zero. Your CPA or tax preparer is not preparing you for the ticking tax time bomb in your qualified plans and future retirement wealth. Carefully consider his advice. All my clients will be getting a copy of The Power of Zero!– Peter L.
David McKnight is a pioneer and “thought leader’” in our industry! The Power of Zero has been instrumental in helping me educate and prepare my clients to reposition their taxable and tax-deferred assets to tax-free, through a balanced array of tax-free strategies in advance of the coming tax-crisis.– Brage E. Hanson