The 12 Rules For a Tax-Free Retirement

Here are 12 rules you need to follow in order to successfully achieve a tax-free retirement. Before you can get on the right track, you have to accept that taxes will go up, they have to. The costs of running the federal government are mostly being paid for by borrowed money. They need to increase their revenue by a lot. You also need to be looking at how much you're putting in your different buckets. I'm also going to discuss how to determine how much to contribute to which accounts.

🔹 Connect With Us 🔹
Instagram: @davidcmcknight

[gregvanommeren]

Great video! Still in early stages of life/career (late 20s), but very thankful to be learning this now! 🎉

[rondelegge]

Great video Dave, keep up the good work!

[johnhansch]

Excellent video summarizing the 12 rules for a Tax-Free Retirement

[darrennorton]

Question. If you are already in a 32% tax bracket, would you not do a Roth conversion? (Staying in the 32% bracket)

[d]

Wow great video! This Power of Zero thing is something alright.

Just wanted to know, Does 401k/IRA distribution and RMD at retirement have payroll taxes(social security and Medicare tax). Since all 401k/IRA distribution are taxed as ordinary income tax.
they really shouldn't have payroll taxes. But i thought i ask

[prezocki]

If your annuity is funded by non qualified $, is a conversion still necessary?