December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1 Artwork

Retire Secure!

The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

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Retire Secure!

December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1

December 21, 2022 • James Lange

To learn more about Jim's upcoming FREE virtual events go to https://paytaxeslater.com/webinars

In the first edition of his latest Roth IRA Conversion webinar series, Jim Lange discusses an overview of this webinar including discussing for the first time, in-depth, his four top advanced Roth IRA Strategies as well as the basics of making a Roth Conversion.

00:00 - Intro
01:44 - Things You Can Control vs. Things You Can't Control - The Market
06:25 - What We Will Cover
10:35 - What is The SECURE Act
12:00 - SECURE Act: Potential Impact on Child
14:25 - The SECURE Act Exceptions
19:25 - Tax Cuts and Jobs Act of 2017
20:15 - Compare Tax Rates of 2017 and 2022

Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!