Episode 152: The Power of Zero: How to Get Your Clients to the 0% Tax Bracket

The Power of Zero: How to Get Your Clients to the 0% Tax Bracket – The RIA Podcast with Seth Greene Episode 152 David McKnight David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children. Listen to this insightful RIA episode with David McKnight about how to get your clients to the 0% tax bracket. Here is what to expect on this week’s show: - How Americans need to shift their retirement saving strategies because of the potential increase in tax rates. - Why the conventional wisdom of saving in tax-deferred vehicles such IRAs might not be the best move. - How it can be difficult to convince your clients to pay taxes now instead of waiting to pay in the future when the tax rate might be higher. - Why Americans need to educate themselves about the future of tax rates. - How there are many benefits to tax-free retirement planning and what they are. Connect with David: Links Mentioned: powerofzero.com X @mcknightandco Facebook facebook.com/davidmcknightandcompany LinkedIn linkedin.com/in/thepowerofzero