Retire Secure!

Episode 44 - New Year New Tax Laws with Bruce Steiner


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This January 2011 episode features special guest Bruce Steiner and James Lange discussing various topics that include;


  1. Leave Surviving Spouse Flexibility in Determining Who Gets What
  2. Converting a Large IRA Can Push You to Higher Tax Bracket
  3. Credit Shelter Trust Should Allow for Great Flexibility

And other important topics!

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Retire Secure!By James Lange

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