In this video, I'll show you how to lower your taxes on your Roth Conversion substantially. I interview Daniel Rondberg and we also discuss why the traditional tax deferred investment paradigm is dead, what higher interest rates mean for the tax-free paradigm, what it's like saving for retirement in Puerto Rico and why modern monetary theory could bankrupt our country.
What We Discuss:
0:00 Intro
0:40 Why is Power of Zero important?
2:22 Taking action in an unsteady economy
4:00 The Power of Zero book and video
6:12 Finding the right LIRP
8:20 David’s personal financial strategy
10:46 Modified Endowment Contracts
13:11 Making strategy changes as you get older
16:15 Avoiding irmaa limits
19:02 Strategic paradigm shifts on taxation
21:46 Inspiration behind the Infinity Code
25:14 How to learn more about the Power of Zero
💰FREE Tax-Free Toolkit: taxfreetoolkit...
✅ Find a Power of Zero Advisor: davidmcknight....
➡️ Learn How To Become a Power of Zero Advisor: powerofzero.co...
✔️ Listen to the Podcast - podcasts.apple...
🔹 Connect With Us 🔹
Twitter -@mcknightandco
#indexeduniversallife #lifeinsurance #taxfreeretirement