David McKnight

davidmcknight.com/
youtube.com/@DavidMcKnight
Heroes of Zero — [BonkNote]
adviserinfo.sec.gov/individual/summary/3026936
2024 0418 – at.naifa.org/a-hero-of-zero-modern-retirement-strategies
- youtube.com/watch?v=qM_mPQSp2GI
1997 – graduated from BYU – Brigham Young University
Member of The Church of Jesus Christ of Latter-day Saints, commonly known as LDS / Mormons
Career
- MetLife – sold 1 whole life policy
  - 2024 – The Power of Zero – Whole Life vs IUL for Retirement Income – youtube.com/watch?v=PrL8k5RKsoE
    - 7 – Actuaries

2010s

2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight — [BonkNote] — [link]
2013 0927 – ThinkAdvisor.com – What most retirement gurus get wrong: Want to help your clients reach the zero percent tax bracket? Recommend life insurance, By David McKnight – [link]
- 2013 – LifeHealthPro – What most retirement gurus get wrong: Want to help your clients reach the zero percent tax bracket? Recommend life insurance, By David McKnight – 3p
2013 – Book – The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retirement, by David McKnight
- Ed Slott – foreword
2015 1123 – ThinkAdvisor.com – Life insurance as long-term care: Doing double duty, By David McKnight – [link]
2016 0817 – ThinkAdvisor.com – 4 observations: former Comptroller General David Walker, By David McKnight – [link]
- As part of this tour, Walker recently appeared on a nationwide NAIFA ClientCast where he made more prognostications about our country’s future. Here are a few excerpts from his talk, along with my comments.
2016 1110 – ThinkAdvisor.com – Expect some Americans’ tax rates to double, By David McKnight – [link]
2016 – Book – Look Before You LIRP: Why All Life Insurance Retirement Plans Are Not Created Equal, and How to Find the Right One for You, by David McKnight – 102p
2017 – Book – The Power of Zero Marketing Revolution, by David McKnight
2018 0423 – For Some Americans, Your Tax Rate Will Double, by David McKnight – advisorperspectives.com/commentaries/2018/04/23/for-some-americans-your-tax-rate-will-double
- The former Comptroller General of the Federal Government David Walker once wrote a CNN op-ed entitled Why Your Taxes Could Double. In this article he laid out the case that, sooner or later, tax rates will have to rise, perhaps even double, if our country is to avoid fiscal calamity. The cost of unfunded obligations like Social Security and Medicare will begin to crowd out all other budget items until the government is forced to either double taxes, reduce spending by half, or some combination of the two.
2018 – Book – The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retirement, by David McKnight
- Ed Slott – foreword
2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight — [BonkNote]
2019 – Book – The Volatility Shield: How to Vanquish the 4% Rule & Maximize Your Retirement Income, by David McKnight

2020s

2020 – Book – Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement, by David McKnight
2022 – Report – Embracing distribution planning with a tax-free strategy – [Equitable], by David McKnight – 12p
- Why Equitable commissioned this report on variable universal life (VUL) insurance