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!
Episode 179 - The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA with Jim Lange
•
James Lange
In this episode of The Lange Money Hour, Jim gives his listeners the most important advice offered in his newest book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA. The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, provides clear and specific solutions to current tax issues regarding retirement plans, but perhaps more importantly, looks ahead to upcoming legislative actions that could reduce the value of your IRA. Those distressing changes, something we call “The Death of the Stretch IRA,” could cost your family hundreds of thousands, or potentially, millions of additional tax dollars over your children’s lives.
Jim will focus on the 6 main themes in the book that will help you decide how to prepare for the probable “Death of the Stretch IRA” and how to grow your retirement nest egg, and keep it out of Uncle Sam’s hands:
• Pay taxes later (except for the Roth) when working and when planning for your estate.
• The benefits of Roth IRA conversions.
• The most flexible estate plan for married couples.
• Make gifts that grow tax-free including 529 plans and life insurance.
• Charitable Trusts as the beneficiary of your IRA that could give your children more life-long income.
• The grand slam - combining winning tax strategies with low-cost investing.
Interested listeners can sign up for that bonus NOW by going to: www.paytaxeslater.com/MillionDollarIRA