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“Tax-Free Income for Life” with special guest, David McKnight

Join Howard Bailey Financial as we host leading tax specialist, author and Retire With Purpose Podcast guest, David McKnight, for an all-new complimentary event based around his latest book, Tax-Free Income for Life. This follow-up guide to David's book, The Power of Zero, lays out an innovative strategy to maximize return, while neutralizing your two biggest risks to retirement savings.

Thursday, May 4, 2023
The Summit
- 1025 W Rudisill Blvd., Fort Wayne, IN 46807

DOORS OPEN AT 5:30 PM: Enjoy refreshments and mingle with the Howard Bailey Financial Team. PRESENTATION STARTS PROMPTLY AT 6:30 PM.

Attendees will receive a copy of David's book, Tax-Free Income for Life, a Howard Bailey lanyard with personalized name badge and Howard Bailey stationery for note taking. (Write down lots of questions!)

Register online below, or call (866) 482-9559. Space is limited.


Elevate your retirement with the 0% tax bracket

The clock is ticking for today’s retirees. Your two biggest retirement risks are longevity and taxes. To prevent the possibility of outliving your money or watching it be taxed into oblivion, the time for proactive planning is now.

In this exclusive presentation, you will discover:

📌 Why David believes our social programs cannot be sustained with current tax rates.

📌 How to leverage the Power of Zero to maximize your tax efficiency.

📌 How sequence of returns risk, withdrawal rate risk and long-term care can impact your retirement portfolio.

📌 How to combat longevity risk with David's core four income planning strategies.

Don't miss this opportunity to learn how to leverage his step-by-step process of a tax-free income stream built to last for the long run.


David McKnight is not a client of Howard Bailey Financial, Inc. or Howard Bailey Securities, LLC. This endorsement, as such term is defined under SEC Rule 206(4)-1, was provided for cash compensation.  More Information