
In this episode, Christian Cyr interviews David McKnight about retirement tax burdens and proactive planning strategies.
Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com In this special podcast edition, I sit down with David McKnight, bestselling author of The Power of Zero, to discuss why many retirees may face a bigger tax burden than they expect. They cover the retirement tax traps that can come from 401(k)s, IRAs, RMDs, Social Security taxation, and the possibility of higher future tax rates — and why proactive planning may help retirees keep more of...
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