Tax-Free Income for Life

A Step-by-Step Plan for a Secure Retirement

De: David McKnight

Narrado por: Marc Cashman

The follow-up to the bestselling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run.

American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do?

Tax-Free Income for Life lays out a comprehensive, step-by-step roadmap for a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes. It's an innovative and proven strategy that maximizes return while effectively neutralizing the two biggest risks to retirement savings.

If ever there were a solution for the American retiree, it's guaranteed tax-free income for life.

Amazing listen for advisors

Great multi step process and ideas to think about with long term planning for your clients or yourself

Insightful and Urgent

The book is honest about the financial condition we face as a nation. There’s no sugar coating that. It’s not a pleasant conversation but can’t be avoided. More important is how the prevailing financial situation of our country could dramatically impact our retirement hopes and dreams. It does seem qualified plans have a huge target on them that the government would love to take aim at. The strategies in this book appear sound in being able to do something to guard against those threats we all face: rising taxes, increasing longevity, negative legislation, and negative volatility during the income phase of retirement. Thoroughly enjoyed the discussion. I just wish we had a bit more time for the discussion on the solution side of the equation, but valuable nonetheless!

Financial Education

Great narrative! Brings great awareness of importance to fix and proper wealth management. Definitely going to be breaking down the numbers with a professional now.

Great information!

This book has wealth of useful information. It is very well organized and gives detailed strategies for your future.

Insightful

This book is a must read for Financial Advisors and their clients that they serve. Allows both to take action now toward reducing Taxable income and better quality of Life.
V/R
Mike B.