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!