Elite POZ Advisor Group

Violate a threshold on the one hand, and you’ll pay an extra tax on the other.

Accumulate too many dollars in either the taxable or tax-deferred buckets and you’ll miss the 0% tax bracket all together and give up a hefty portion of your Social Security along the way. When you add in strategies designed to fully mitigate longevity risk as well, the complexity of your financial plan compounds even further.

That’s why it’s imperative you work with a member of The Elite POZ Advisor Group.

These elite advisors are:

  • Veterans of the financial services industry
  • Trained personally by David McKnight
  • Required to pass a rigorous background check
  • Required to complete an exhaustive 10-part training course
  • Required to pass a comprehensive, mandatory exam
  • Constantly apprised of changes in the retirement landscape so they can keep your tax-free retirement plan on track
Ideal Retirement Solutions Elite POZ Advisor Group

Endorsed by bestselling author David McKnight!

We are honored to be endorsed by David McKnight, bestselling author of The Power of Zero.  He has made frequent appearances in Forbes, USA Today, New York Times and Fox Business.  His bestselling book The Power of Zero has sold over 250,000 copies and was ranked as the #9 best financial resource in the country in 2019 by Forbes Magazine. 

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When it comes to eliminating tax-rate risk and longevity risk from your retirement picture, you can’t afford to compromise.

Engage a member of The Elite POZ Advisor Group today.