Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement

Totally changed the way I think about my retirement investing. Can’t recommend it enough!!!

David pulls together the messages in his previous books into a high-level, consolidated series of steps for the reader. The urgency factor is real, not hyped, given that the CoronApocalypse thrust the US debt condition 5 years into the future --- based on the date of the foreword, the content was probably locked around the time the pandemic struck here. The steps are primarily directed to those who are within 5-10 years of retiring, though there's plenty of benefit for any working person or retiree. David doesn't explicitly say this, but the book highlights the need to plan for a game with moving goalposts, i.e. Congress can and does change the rules (there is no such thing as a permanent law).Given the degrees of freedom available in the tax code and the currently available account and product types, David shows how to make the most of the situation so that regular people can avoid being blindsided by high taxes when they have the least time/ability to alter their tax obligation.How will I apply his book in my life?I plan to follow his tax-free income for life approach assuming that Congress will soon change the tax rules to be more like that of during WWII when spending was necessary to win a global war.

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I’ve followed David and his work for the past year and have been thoroughly impressed with the themes and messages of his work. He has opened my eyes to insurance products that could be incorporated into my retirement planning.Prior to seeing his documentary and reading his books, I was of the Dave Ramsey’s approach that all insurance products were bad, but David McKnight has a methodical way of showing that certain products can be used as strategic tools in your retirement toolbox. There is not one set answer for all, but one has to identify the purpose and then select the right tools for their plan.This book was simple and easy to read w/in a few hours and provides a comprehensive case study to show how it can be applied. Highly recommended!

This is one of the most important books of our era written about taxes, why they're on the verge of skyrocketing and how to shelter yourself from the coming calamity.McKnight makes his tax-free income case before the court of law, with reasonable and compelling arguments backed up with data and facts. Even the fiercest opponents of his strategies are effortlessly disarmed. There's simply no way to logically or reasonably dismiss the $239 trillion in national debt the U.S. government has racked up and to pretend like it won't negatively impact us citizens.Whether you're an individual or financial professional, the tax-free path presented by McKnight is concise, clear and executable. Well done David!

David is going to create a Paradigm shift and change your beliefs of conventional financial planning! I talk with so many people to include CPAs, advisors, and attorneys about the concepts that David sets forth in this book, and they have no idea of what I am talking about. These are strategies which are based on scientific, mathematical, and economic facts, not some opinion of an uneducated person. It's time to think outside the box, become educated and secure for yourself a TAX-FREE retirement!!!!!

Amazing book - especially if you're 10-15 years away from Retirement!

Annuities, annuities and more annuities It does not benefit the average working person with only $ 250,000 or less in a retirement planA waste of time for me, Entertaining as an accountant, but no value for me, struggling to survive