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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. ... more
FAQs about Retire Secure!:How many episodes does Retire Secure! have?The podcast currently has 287 episodes available.
May 05, 2010Episode 27 - Jim Lange CPA Responds to Two Major Tax ChangesElimination of Income Cap for Roth IRA Conversions in 2010Implication of Lifting Bush-era Tax CutsSurtax from Healthcare Reform BillRunning the Numbers – Benefits of Making an IRA ConversionMore Analysis – Benefits of Roth IRA Conversion For Your GrandchildrenWorkshops Have Been Updated With New Tax Law Information...more50minPlay
April 21, 2010Episode 26 - Surprising Insights for Taking Social Security with guest Larry Kotlikoff, PhDIntroduction to Dr. Larry KotlikoffWhen To Take Social SecurityWhen You Should Take Your Social Security EarlyWhen You Should Give Back Your Social SecurityWhen Should Your Spouse Take Social SecurityWhen You Should Apply for MedicareThe Benefits of Immediate Annuities...more52minPlay
April 07, 2010Episode 25 - Powerful Wealth Preservation Strategies with Ed Slott, CPAIntroduction to Ed Slott, CPA, America’s IRA ExpertMoney-Saving Ideas for People Who are Still WorkingPutting Money Into a Non-Deductible IRAEd’s Two Favorite Ways of Creating WealthUsing Life Insurance As a Wealth-CreatorRecharacterizationsPotential Disadvantages of Roth IRA Conversions...more54minPlay
March 10, 2010Episode 24 - Cutting-Edge Roth IRA Conversion Strategies with Barry Picker, CPA/PFS, CFPOn this episode of The Lange Money Hour, airing March 10, 2010, James Lange and special guest Barry Picker cutting-edge Roth IRA Conversion Strategies that includes; another way at looking at paying taxes up front, why "running the numbers" is so important when doing a Roth IRA conversion, separating your Roth IRA Conversions into different accounts, and many other important topics....more54minPlay
February 10, 2010Episode 23 - Legendary Roth IRA Conversion Expert Bob Keebler, CPA, MST, AEPJames Lange is joined by legendary Roth IRA Conversion expert Bob Keebler. On this episode, recorded February 10, 2010, Jim and Bob Keebler discuss why you should pay your taxes up front, after-tax dollars inside of a retirement plan, and many other topics....more55minPlay
January 13, 2010Episode 22 - The Lange Philosophy with guests Matt Schwarts & Steve Kohman, CPA, CSEP, CSRPOn this episode of the Lange Money Hour, James Lange is joined by attorneys Matt Schwartz and Steve Kohman. James, Matt, and Steve discuss how Roth IRA Conversions exploded since the tax law changed in 2010, how traditional IRAs should be converted into a Roth IRA, how the law allows for Roth Conversions to be 'undone' in later years....more55minPlay
December 16, 2009Episode 21 – The Roth Conversion Option – An Aggressive Strategy with guest John BledsoeJohn Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC joins Jim Lange on the Lange Money Hour to discuss the aggressive financial strategies, the Roth Conversion option learn to convert now, recharacterize later....more52minPlay
December 02, 2009Episode 20 - Smart Advice From Jane Bryant Quinn for Making the Most of Your MoneyJane Bryant Quinn joins the Lange Money Hour with tips on making the most of your money! Learn about saving for retirement while you're still working, the importance of knowing what your retirement benefits are, and so much more!...more55minPlay
November 18, 2009Episode 19 - An Overview of Pittsburgh's Financial Climate with guest Michael Lamb, JDPittsburgh city controller Michael Lamb, JD joins the Lange Money Hour to discuss with Jim Lange the state of Pittsburgh's financial climate including the effects of being an Act 47 distress city, and the city's underfunded pension fund....more53minPlay
November 04, 2009Episode 18 - Year-End Tax Planning Strategies with guest Diane MerkelCPA Diane Markel joins Jim Lange on the Lange Money Hour to discuss some vital year-end tax planning strategies that include Roth IRA conversion strategies, year-end deadlines for deduction/credits, and tax loss harvesting among other topics!...more55minPlay
FAQs about Retire Secure!:How many episodes does Retire Secure! have?The podcast currently has 287 episodes available.