Retirement For Life
Retirement For Life
Christian Cyr, CPA, CFP®
Avoid the Retirement Tax Surprise with David McKnight - Ep 53
39 minutes Posted Jun 19, 2026 at 4:00 pm.
The IRS In Your IRA
National Debt And Tax Reality
Roth Conversions As The Main Tool
A Coherent Conversion Game Plan
The Break-Even Myth Explained
Building A Guaranteed Income Floor
Money Lessons For Younger Adults
Training Advisors For Tax Planning
Key Takeaways And Next Steps
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Show notes
Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com In this special podcast edition, I sit down with David McKnight, bestselling author of The Power of Zero, to discuss why many retirees may face a bigger tax burden than they expect. They cover the retirement tax traps that can come from 401(k)s, IRAs, RMDs, Social Security taxation, and the possibility of higher future tax rates — and why proactive planning may help retirees keep more of...