In this February 16, 2011, classic episode of The Lange Money Hour, CPA/Attorney James Lange and Lange Financial Group legal team head Matt Schwartz discuss trusts and their importance in estate planning.

Episode 47 - A Discussion About Trusts with Special guest Matt Schwartz

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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Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar on February 21st, 2023 starting at 11 am and get amazing information and have your questions answered! Retire Secure!In this clip from Jim Lange's sitdown interview with the great Burton Malkiel where they discuss commercial and immediate annuities. Get some important information here, and then register for Jim's upcoming webinar where he'll discuss how you can benefit from the SECURE ACT 2.0!The foregoing conte...

Jim Lange and Burton Malkiel Discussing Commercial and Immediate Annuities

Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar series on January 31st beginning at 11 AM Eastern. In this 4th part of a 5 part Roth series from Jim Lange's December 2022 webinar, Jim discusses how to pay the taxes in a Roth Conversion, and the considerations. Will doing a Roth pass your "stomach" test? What is the best strategy for YOU when it comes to the Roth? What about going from a taxable to a tax-free environment? Jim offers some tips and strategies th...

December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 4

To learn more about Jim's FREE retirement webinars coming January 2023 go to https://paytaxeslater.com/webinarsIn this third video in this Roth series, Jim Lange discusses the advanced concepts of making Roth IRA Conversions while also answering questions from the live room. If you've heard enough over the last few videos and want to know more and work with Jim, he discusses that as well! Go to https://paytaxeslater.com/contact-us to find out how to reach our offices.  00:00 - Power of a...

December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 3

To learn more about Jim's upcoming virtual events in January 2023 go to https://paytaxeslater.com/webinars for more info. In this second episode of Jim Lange's December 2022 virtual event dedicated to making Roth IRA Conversions, Jim discusses the classic time to make a Roth IRA Conversion, takes questions from the live room, discusses how he's put his philosophies into practice personally, and finally the essence and the secret to Roth IRA Conversions!00:00 - Classic Time to Make a Roth Conv...

December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 2

To learn more about Jim's upcoming FREE virtual events go to https://paytaxeslater.com/webinarsIn 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 - Intro01:44 - Things You Can Control vs. Things You Can't Control - The Market06:25 -  What We Will Cover 10:35 - What is...

Episode 47 - A Discussion About Trusts with Special guest Matt Schwartz

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