Tax-Free Income for Life
A Step-by-Step Plan for a Secure Retirement
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Narrated by:
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Marc Cashman
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By:
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David McKnight
About this listen
The follow-up to the best-selling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run.
American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next 10 years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do?
Tax-Free Income for Life lays out a strategy that guarantees a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes.
If ever there were a solution for the American retiree, it's guaranteed tax-free income for life.
©2020 David McKnight (P)2020 Penguin AudioListeners also enjoyed...
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A disciplined approach to investing, complemented by understanding is all you need to enjoy success. This practical guide explains what you really need to know and puts you on the right course for long-term success through all kinds of markets.
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required reading if you plan to retire one day
- By Andy on 04-17-10
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Broke Millennial Talks Money
- Scripts, Stories, and Advice to Navigate Awkward Financial Conversations
- By: Erin Lowry
- Narrated by: Erin Lowry
- Length: 6 hrs and 58 mins
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Let's face it—talking about money is always awkward. In this user-friendly and approachable guide, finance writer Erin Lowry helps take the stress out of these tricky conversations. Lowry arms you with all of the financial knowledge you'll need in order to get the most out of each interaction, whether that's with your friends, your spouse, your employer, or your mom.
By: Erin Lowry
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The Index Card
- Why Personal Finance Doesn’t Have to Be Complicated
- By: Helaine Olen, Harold Pollack
- Narrated by: Helaine Olen, Harold Pollack
- Length: 3 hrs and 43 mins
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TV analysts and money managers would have you believe your finances are enormously complicated, and if you don't follow their guidance, you'll end up in the poorhouse. They're wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the best-selling Pound Foolish, he made an offhand suggestion: Everything you need to know about managing your money could fit on an index card.
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Getting your personal finance right? Start here.
- By Alan J on 04-27-18
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How to Make Your First Million
- By: Warren Ingram
- Narrated by: Adrian Galley
- Length: 5 hrs and 3 mins
- Unabridged
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Your easy-to-understand guide to financial freedom! Have you ever wondered how wealthy people actually made their first million? Here is a book that shows how various people have made their money in their own unique ways, thus allowing you to find a method that works for you so that you, too, can make your first million and gain financial freedom.
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The best book I never had
- By Amazon Customer on 07-23-17
By: Warren Ingram
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The Four Pillars of Investing
- Lessons for Building a Winning Portfolio
- By: William J. Bernstein
- Narrated by: Scott Pollak
- Length: 12 hrs and 16 mins
- Unabridged
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William Bernstein's commonsense approach to portfolio construction has served investors well during the past turbulent decade - and it's what made The Four Pillars of Investing an instant classic when it was first published nearly a decade ago. This down-to-earth book lays out in easy-to-understand prose the four essential topics that every investor must master: the relationship of risk and reward, the history of the market, the psychology of the investor and the market, and the folly of taking financial advice from investment salespeople.
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out of date
- By ubuntu_bear on 10-03-24
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Get Good with Money
- Ten Simple Steps to Becoming Financially Whole
- By: Tiffany the Budgetnista Aliche
- Narrated by: Tiffany the Budgetnista Aliche
- Length: 12 hrs and 23 mins
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Tiffany Aliche was a successful pre-school teacher with a healthy nest egg when a recession and advice from a shady advisor put her out of a job and into a huge financial hole. As she began to chart the path to her own financial rescue, the outline of her 10-step formula for attaining both financial security and peace of mind began to take shape. These principles have now helped more than one million women worldwide save and pay off millions in debt, and begin planning for a richer life.
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Goodbye SWEET 16. Hello ROTH IRA!
- By Will Smith on 04-12-21
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MUST Consider as an option!!!
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Good If It's Your 1st Financial Book - Nothing New
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From one CPA to another
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Money. Wealth. Life Insurance.
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what the heck was this?
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This book contains strategies to save money, invest, and reduce taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing life insurance, and many more. It is intended to help all incomes levels, but in particular, people of high net-worth such as business owners, doctors, and lawyers, etc. The book contains strategies that could help your overall financial plan after consulting with a fiduciary professional.
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Probably better in print
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Did you know that the right tax strategy will save you thousands of dollars every year?! Take control of your bookkeeping practices now and take the sting out of tax season-with the ultimate strategy guide for real estate investors. In this book, investor-friendly CPAs Amanda Han and Matthew MacFarland bring a combined four decades of experience to help you hold onto your hard-earned dollars with powerful tax strategies designed specifically for investors like you.
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Utilize your time better
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very low content to duration ratio
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I.U.L. ASAP!
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Discover the secret to financial security that empowers you to invest, grow, and protect your money like the wealthy with the simplicity of one three-letter word! In her book, I.U.L. ASAP!, retirement expert Shirley Luu educates her listeners on what she believes to be the single most powerful financial security vehicle available for Americans today—the IUL. In this book, you will learn how to position your money so that it can grow, be saved for practically anything (including your kids' college education), protect your family, and leave a legacy.
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awesome!
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Good for the up and coming
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The Guru Gap
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Gurus like Dave Ramsey, Suze Orman, and others have amassed followers by the millions because of their paint-by-the-numbers financial strategies that are easy to digest and implement. And while they have helped many Americans eliminate debt and take their first steps toward financial freedom, their dumbed-down financial advice is inadequate and incomplete for those looking to maximize their savings. In The Guru Gap, David McKnight closes the gap between what mainstream media personalities advise and the sophisticated, math-based approach your retirement plan requires.
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Retirement Watch
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The 2020s are likely to be among the worst times to be nearing retirement or in the early years of retirement. This audiobook first explains the forces that are coming together to make it more difficult to create and maintain financial security and independence in retirement.
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This was a great read
- By DocZ on 12-21-23
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The Truth about Retirement Plans and IRAs
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Everyone knows that saving for your retirement is important. Yet only half of all eligible Americans contribute to a retirement plan. That’s because all plans - including the 401(k), 403(b), 457, and even the IRA - are complicated, confusing, and costly. New York Times best-selling author and acclaimed financial advisor Ric Edelman has counseled thousands of savers and retirees and has accumulated his advice in this audiobook.
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some very great info but be careful
- By Linda Mueller on 11-30-18
By: Ric Edelman
What listeners say about Tax-Free Income for Life
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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- Alex Mustilli
- 12-21-23
New Approach to Tax Free Income Streams
The author does a good job of educating the reader on new ways to create tax free income streams in retirement and the step by step process to follow. I learned a lot of new information and enjoyed it.
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- Michael Watkins
- 11-17-22
Outstanding
Well delivered and easily understood
NO one has aCrystal Ball but David has been studying this for years I trust his judgment above most. I met David in Des Moines Iowa during the release of The Power of Zero and I could feel the passion he has to help retirees get out of the way of the crushing tax train headed towards every retiree’s life
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- timothy james clayton-cornell
- 01-25-24
Amazing listen for advisors
Great multi step process and ideas to think about with long term planning for your clients or yourself
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- R. J. Thorne
- 11-17-20
Insightful and Urgent
The book is honest about the financial condition we face as a nation. There’s no sugar coating that. It’s not a pleasant conversation but can’t be avoided. More important is how the prevailing financial situation of our country could dramatically impact our retirement hopes and dreams. It does seem qualified plans have a huge target on them that the government would love to take aim at. The strategies in this book appear sound in being able to do something to guard against those threats we all face: rising taxes, increasing longevity, negative legislation, and negative volatility during the income phase of retirement. Thoroughly enjoyed the discussion. I just wish we had a bit more time for the discussion on the solution side of the equation, but valuable nonetheless!
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1 person found this helpful
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- Flyboy91
- 12-12-20
Financial Education
Great narrative! Brings great awareness of importance to fix and proper wealth management. Definitely going to be breaking down the numbers with a professional now.
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2 people found this helpful
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- Amazon Customer
- 07-24-23
Great information!
This book has wealth of useful information. It is very well organized and gives detailed strategies for your future.
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- Juan Flores
- 10-01-22
Good examples throughout
I liked this book for the examples given to create a better understanding of what and when to manage your dedicated retirement funds. I recommend having a basic knowledge of your retirement plan before listening to help broaden your perspective.
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- Glen
- 03-30-23
Great information
I loved the content. I feel the physical copy is necessary to utilize the charts and graphs. I would recommend this to a friend
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- Jkross8
- 12-22-22
Great information - but it’s to much information
I think the concept of this book is great - however I also believe most readers won’t be able to keep up with the terminology and insight. It seems like it written to sell people on LIRPS and also advertise the authors website. Not a great book - but an ok book
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- Sassafrass Pedullah
- 09-04-24
This is a wasted credit on a mislabeled book.
This was a compmete waste of time and money. The book logic is to prepay all taxes at the highest over estimated levels to fear monger people with the threat of making sure you don't have to pay higher taxes later and to save your social security check. What trash. The money is not tax free at all. It's taxes paid in full up front to deplete your available money for investment and growth during retirement. Any fool afraid of the IRS can do this nonsense. Apparently tax free means pre paying overestimated taxes according to this book. Don't waste your time or money with this book.
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