Books

The Power of Zero

David McKnight (who, like me, also loves “tax-free”), provides you with a road map of how to get to the 0% tax bracket, virtually eliminating the tax risk, which, if not addressed, will easily consume a solid portion of your retirement savings.

– Ed Slott, America’s IRA Expert

Look Before You LIRP

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

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