Retire Secure!

In this clip from Jim's latest virtual event, held on January 28th, 2021, Jim's special guest, Larry Swedroe is asked about what was the real situation behind the GameStop Stock on Robin Hood? How did it happen? What was Reddit's influence? Find out from expert Larry Swedroe, 1/3 of the 'Dream Team' of Jim Lange, Larry Swedroe, and Adam Yofan!

To register for Jim's upcoming virtual event series, go to paytaxeslater.com/webinars! 

The following is Part 2 of Jim Lange's Q&A from his October 2020 webinar. For more information on Jim Lange's webinars, or to sign up for his upcoming two-day webinar series to be held on January 27th and 28th starting at 10 AM Eastern, go to https://paytaxeslater.com/webinars. 

The following is a clip of Jim Lange's Q&A from his October 2020 webinar. For more information on Jim Lange's webinars, or to sign up for his upcoming two-day webinar series to be held on January 27th and 28th starting at 10 AM Eastern, go to https://paytaxeslater.com/webinars. 

Join Jim Lange in the second hour of his September 2020 Webinar Q&A session!

If you like what you hear, but still aren't quite sure about contact Jim to help handle your affairs, go to https://paytaxeslater.com/webinars to learn when our next webinar sessions are available to get highly informative advice and information to protect your assets from the SECURE Act.

Join Jim Lange in the first hour of his September 2020 Webinar Q&A session!

If you like what you hear, but still aren't quite sure about contact Jim to help handle your affairs, go to https://paytaxeslater.com/webinars to learn when our next webinar sessions are available to get highly informative advice and information to protect your assets from the SECURE Act.

In this special edition of the Lange Money Hour, we capture the second and final hour of a special Q&A webinar session that Jim Lange held during his July 2020 webinars.

Jim is answering questions from IRA and Retirement Plan owners just like you. Give a listen and maybe Jim will answer a question you didn't even know you had?

If you're interested in joining any of Jim's FREE Live Retirement Webinars, go to https://https://paytaxeslater.com/webinars/ for more information! Jim Lange's webinars will return in 2021!

In this special edition of the Lange Money Hour, we capture the first hour of a special Q&A webinar session that Jim Lange held during his July 2020 webinars.

Jim is answering questions from IRA and Retirement Plan owners just like you. Give a listen and maybe Jim will answer a question you didn't even know you had?

If you're interested in joining any of Jim's FREE Live Retirement Webinars, including his year-end webinars coming December 1st and December 2nd, 2020,  go to https://paytaxeslater.com/2020Webinars today!

In the first clip from Jim Lange's February 8th, 2020 afternoon session of his in-person workshop How to Stop Pending Changes in Tax Laws from Taking Up to
1/3 of Your IRAs and Retirement Plans After the SECURE Act, is discussing;

• How to avoid massive taxation of your plans after the SECURE Act.
• Using Roth conversions to minimize taxes on your IRA income for decades
for both you and your heirs.
• How to optimize Social Security strategies in light of the SECURE Act.
• Gifting strategies for maximizing IRA and retirement plan wealth after the
SECURE Act.
• The numbers behind some of our favorite strategies and why they work.

While the morning workshop will concentrate on wills, trusts
and IRA and retirement plan beneficiary designations, this
session will cover strategies that are also geared toward lifetime
planning, though frankly, in reality, we look at retirement and
estate planning as one continuum. By combining Strategic Roth
IRA Conversions, Social Security Optimization, and Gifting
Strategies, you can help keep your wealth in your family...
and out of Uncle Sam’s Hands!

For years we have stressed that most of our clients desperately need to
be concerned with income taxes, including the income tax that will be due
when your IRAs and retirement plans are distributed. Now, that income
tax problem is on steroids.
There are a lot of pro-active steps you could take now that will enhance
your financial security as well as that of your children. We will explore a
variety of strategies that will reduce the impact of the SECURE Act for
you and your family.

• Roth IRA Conversions—though we have recommended Roth IRA conversions
for many years, Roth IRA conversions and now Roth 401(k) and
Roth 403(b) conversions are going remain to remain a critical tool to cut
taxes for you and your children.
• Getting Social Security right is going to be more important than ever.
• Gifting Strategies will come to the forefront with this new tax environment.
In this workshop, we’ll explore different forms of gifting and the
best timing for gifting.

If you're interested in attending any of Jim's free Retirement Webinars go to https://www.iraseminar.com/pgh for more information.

 A Clear Explanation of the NEW Tax Law SECURE Act

• How do the required minimum distributions of inherited IRAs and retirement plans work under the old law versus the newly enacted SECURE Act?
• How will this change impact your family and your legacy?

Aggressive Action That Must Be Taken to Preserve your Estate

• How to ensure financial security for the surviving spouse, and potentially save hundreds of thousands to pass on to your heirs after the SECURE Act.
• Proven strategies you can take now and in the future to protect your family.

Trusts

• The SECURE Act has major implications for trusts: are you one of many Americans who need to redraft their trusts now that it has become the law of the land?
• Should your heirs inherit your IRA directly, or would naming a trust to be safer?
• Trusts for minors, or children and grandchildren with special needs.
• Should you avoid probate?
• Are sprinkle trusts right for you and your family after the SECURE Act?
• Are charitable trusts appropriate for deferring income taxes even if you are not charitable?
• Do you need one of our classic trusts, like the “I don’t want my no-good son-in-law to inherit one red cent of my money trust?”

To get your copy of Jim's latest book 'The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act' in ebook and hard-cover go to https://paytaxeslater.com/newdeathtaxbook.com to sign up for our newsletter go to https://paytaxeslater.com/signupnow/ and if you're interested in signing up for Jim's FREE retirement webinars, go to https://paytaxeslater.com/2020Webinars.

In this special edition of the Lange Money Hour, we capture the second hour of a special Q&A webinar session. That's right! Jim is answering questions from IRA and Retirement Plan owners just like you. Give a listen and maybe Jim will answer a question you didn't even know you had!


If you're interested in joining any of Jim's FREE Live Retirement Webinars go to https://paytaxeslater.com/2020Webinars to see when the next events are scheduled and register today!