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1 min read

David McKnight to Share the Power of Zero at NAIFA's Apex

By NAIFA on 7/29/24 4:33 PM

David McKnight is a best-selling author, dynamic speaker, and expert in the field of tax mitigation in retirement planning. He is also a keynote speaker at NAIFA's Apex and National Leadership Conference, September 19-21 at the Arizona Biltmore. 

Over the past 23 years McKnight has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch and numerous other national publications. 

Topics: Retirement Taxes Apex
2 min read

Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

By NAIFA on 8/16/23 12:58 PM

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

Topics: Financial Planning Legacy Planning Tools Taxes
1 min read

Upcoming Webinar on How to Advise Your Clients to Get to the Zero Tax Bracket

By NAIFA on 7/30/21 4:45 PM

Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.  

Topics: Financial Planning Taxes Potential Partners for Advisors
1 min read

Avoiding the Tax Freight Train in Retirement Planning

By NAIFA on 5/8/20 4:10 PM

David McKnight, a retirement planning expert and best-selling author of The Power of Zero and other books, told May 4 NAIFA Town Hall attendees about the tax “freight train” heading our way and how the COVID-19 crisis affects the tax implications of retirement planning.

Topics: Retirement Planning Taxes COVID-19

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