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!
Retire Secure!
The Dreaded SECURE Act and Pending Tax Explosion Threaten Your IRA and Retirement Plan
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James Lange
This week's edition of the Retire Secure Podcast features the first of Jim Lange's full-length virtual events from his March 30th, 2021 series.
Join Jim as he discusses;
- Avoiding the decimating tax-accelerating consequences of the SECURE Act.
- Reducing your income tax liability with the Democrats in charge. Likely long-term tax rate increases make Roth IRA conversions more attractive.
- Using Roth conversions to minimize taxes on your IRA income for decades for both you and your heirs.
- Minimizing the impact of potential tax increases—other than income tax. Less obvious increases might come from eliminating the current step-up in basis provision and the favorable capital gains rates.
- Optimizing your Social Security distributions.
- Gifting strategies after the SECURE Act.
To learn more about Jim's virtual events go to https://paytaxeslater.com/webinars. Be sure to sign up for our mailing list to get the latest information that Jim has to offer, including an upcoming Facebook Group Training series!