# David Mcknight

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Best Reason to Delay Social Security To Age 70

When is a good time to start your Social Security? David McKnight reveals why smart retirement planning means waiting until age 70 for reasons that have nothing to do with a bigger check… and everything to do with the years in between being your best window for Roth conversions. In this epis…

Special Podcast with David McKnight

In this Special Podcast, Best Selling Author David McKnight joins Mark for a candid conversation about some of the important questions facing those planning for retirement or in retirement today, such as: - What are the most common Roth conversion mistakes we see all the time (over-conversion, pr…

I Brought The Biggest Minds In Life Insurance Into One Room

I Brought The Biggest Minds In Life Insurance Into One Room for the largest life insurance event BetterWealth has ever hosted. In this vlog I take you behind the scenes with top life insurance experts such as, Van Mueller, Garrett Gunderson, David McKnight, @TheChrisNaugle , Ed Slott, Tom Wall, Ru…

I Have $1 Million in Taxable Accounts and $1 Million in IRAs. How Can I Prepare for Higher Taxes?

If you've built up $1M in your IRA and $1M in taxable investments, David McKnight has a warning: every year that money stays put, the IRS gets to vote on your tax rate. He breaks down a retirement planning strategy for gradually converting your IRA to Roth – fast enough to beat rising rates, slow…

Five Years from Retirement? Do This.

The five years before retirement are what David McKnight calls the Retirement Danger Zone, a window where a stock market crash could trigger Sequence of Returns Risk and even derail a well-designed plan. In this episode, he breaks down the retirement planning strategies that build an income floor,…

This TikTok Finfluencer Says His 76-Year-Old Dad Can Spend 7.5% and Still Grow His Portfolio. Let's Check the Math.

Viral TikTok "finfluencer" Tyler Gardner claims his 76-year-old father can stay 100% in stocks. David McKnight breaks down exactly where that approach falls apart. Additionally, he reveals the retirement planning strategy that actually makes a 100% stocks allocation safe, so a market downturn does…

The Retirement Problem No One Can Solve? Not So Fast.

Financial planning expert Rob Berger says the biggest challenge in retirement planning is one that no one can solve, since nobody knows how long retirement will last. David McKnight shares his disagreement, and explains why a financial product designed for exactly this problem – annuities – may b…

You're Withdrawing From Your Retirement Accounts in the Wrong Order

Most retirees are told to spend one account at a time, but a smarter retirement planning strategy treats every account as part of a single income system. David McKnight shows how to use the quiet early years of retirement to your advantage, and why the order you draw your income may matter less t…

Is Converting Your IRA During a Market Crash Actually a Mistake?

When the stock market crashes, most people freeze. Today, David McKnight explains why a Roth conversion may be one of the smartest retirement moves you can make while prices are down. Find out how to turn a market downturn into a chance to build tax-free income for the rest of your life. In…

The Roth Conversion Math Almost Everyone Gets Wrong

Thinking about doing a Roth Conversion? Beware: many people compare the wrong tax rates… a mistake that can lead to the wrong decision in retirement. Join David McKnight to learn which of the two numbers you should be comparing instead and when paying the IRS today makes sense, and when it doesn't…