To register for Jim's upcoming virtual event series for professors and university faculty go to https://paytaxeslater.com/webinars

In this second clip from Jim's December 1 2021 virtual event series, Jim discusses how probate works, the good and the bad, and the choice of an executor and trustees.

Flexible Estate Plans and Using Trusts to Protect Your Family Part 2

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 content reflects the opinions of Lange Financial Group and/or our guest, Burton Malkiel, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security, or the implementation of any strategy or strategies. There is no guarantee that the statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. 

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 that he himself has used for himself and his family. 

If you like what you've heard and you want to meet with Jim go to https://paytaxeslater.com/contact-us to contact our offices you can also call us at  (412) 521-2732 or (800) 387-1129

00:00 Strategies for Paying The Taxes on a Roth IRA Conversion
02:43 Roth Conversion Considerations
05:19 Taxable to Tax-Free Strategies
10:22 Advanced Roth Strategies
13:18 Other Techniques to Convert After-Tax Dollars 
15:47 "Separating the Coffee from the Scream"

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/webinars

In 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 Series of Conversions/Should You Convert?
00:58 - Inflation and Roth IRA Conversions
03:25 - Schedule a Retire Secure Consultation Today!
07:38 - Questions from the Live Room 1 - 'For the disabled beneficiary exemption to the SECURE Act 10-year stretch, what specifically needs to be done by a client to quality their disabled child ahead of time? Is receiving SSDI sufficient?'
12:53 - Questions from the Live Room 2 - 'I understand this is a challenge to predict, but what future decisions by Congress could make it disadvantageous to make a Roth IRA Conversion?'
16:51 - Questions from the Live Room 3 - 'Going back to the market timing thought, do you recommend waiting to do Roth Conversions until later in the year if you are awaiting a potential bearer market?'
20:02 - Advanced Concepts in a Roth IRA Conversion 





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 Conversion
02:55 - Jim Takes Questions from the Live Room - 'Stocks and Bonds index funds in an IRA while making a Roth IRA Conversion'
08:22 - Jim Takes Questions from the Live Room - 'Can you make too many Roth IRA Conversions?'
10:44 - Fire and Belief Put to the Test
16:27 - Spreading the Word About Roth IRA Conversions
21:35 - Not Opinion it's Math. There's No Such Thing as an IRA Expert That' Doesn't Believe in Roths
24:38 - The Essence of Roth IRA Conversions
25:59 - The Secret

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!






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/webinars

In 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 - Intro
01:44 - Things You Can Control vs. Things You Can't Control - The Market
06:25 -  What We Will Cover 
10:35 - What is The SECURE Act 
12:00 - SECURE Act: Potential Impact on Child
14:25 - The SECURE Act Exceptions
19:25 - Tax Cuts and Jobs Act of 2017
20:15 - Compare Tax Rates of 2017 and 2022

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!



Flexible Estate Plans and Using Trusts to Protect Your Family Part 2

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