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Episode 2 - Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPA
Episode 2 of The Lange Money Hour and the first appearance of CPA Ed Slott, the man referred to by Mutual Funds Magazine as "America's IRA Expert".
Listen to Jim and Ed discuss;
- Planning for your Retirement Savings – It’s What You Keep That Counts
- Leveraging IRAs into Life Insurance Removes Uncertainty of Future Tax Rates
- RMD Suspension for 2009 and Strategies for Roth IRA Conversions
- Tips for Finding a Qualified Financial Advisor
- Limits on RMD Payback for 2009
- ‘The Winning Half of the Game’ & Other Roth IRA Conversion Strategies
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By James Lange
4.1
3232 ratings
Episode 2 of The Lange Money Hour and the first appearance of CPA Ed Slott, the man referred to by Mutual Funds Magazine as "America's IRA Expert".
Listen to Jim and Ed discuss;
- Planning for your Retirement Savings – It’s What You Keep That Counts
- Leveraging IRAs into Life Insurance Removes Uncertainty of Future Tax Rates
- RMD Suspension for 2009 and Strategies for Roth IRA Conversions
- Tips for Finding a Qualified Financial Advisor
- Limits on RMD Payback for 2009
- ‘The Winning Half of the Game’ & Other Roth IRA Conversion Strategies
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