Tax-Free Income for Life: A Retirement Plan

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Busy Tax Consultant - The Best Books Reviews!

Busy professional

25 episodes

5 days ago

Join AIra and AIlex as they explore must-read books for busy tax consultants! Each episode delivers key insights from top tax strategy and compliance books—covering regulations, planning, ethics, and industry trends. Stay informed, efficient, and tax-season ready—without the extra reading time.

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Tax-Free Income for Life: A Retirement Plan

Busy Tax Consultant - The Best Books Reviews!

38 minutes 35 seconds

4 months ago

Tax-Free Income for Life: A Retirement Plan

David McKnight's book, "Tax-Free Income for Life," champions a retirement planning strategy focused on mitigating both rising tax rates and longevity risk to ensure a secure financial future. It critiques traditional approaches and introduces a comprehensive method involving the strategic use of Roth conversions, fixed indexed annuities, and life insurance retirement plans (LIRPs). The book emphasizes proactive planning, including time-segmented investing, to achieve tax-free income streams and protect against unexpected long-term care expenses. Ultimately, it advocates for a holistic approach to retirement that harmonizes tax planning with income guarantees to provide lasting financial peace of mind.

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