Retire Secure!

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 first 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!

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/

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/

In this February 16, 2011, classic episode of The Lange Money Hour, CPA/Attorney James Lange and Lange Financial Group legal team head Matt Schwartz discuss trusts and their importance in estate planning. 

In this February 2, 2011, classic episode, CPA/Attorney James Lange welcomes guest attorney Deborah L. Jacobs to The Lange Money Hour to discuss her book Estate Planning Smarts and how women can take control of their estate planning destinies in the wake of the 2010 tax law changes.

In this January 2011 episode of The Lange Money Hour, James Lange sits down with fellow CPA/attorney Martin Shenkman to discuss how the tax changes in 2010 would effect wills and trusts in 2011. 

In the final addition to this 12 part series, John Bogle reminds the listener to 'Beware fighting the last war'.

Thank you for listening to this series featuring James Lange and the great John Bogle (May 8, 1929 - January 16, 2019). 

Please note this series aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. 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. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

In this 11th entry of the 12 part series, James Lange and John Bogle remind you that there is no way to escape risk when it comes to investments. 

Please remember this aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. 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. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

James Lange and industry titan John Bogle discuss the simple tricks of making smart investments for financial success including having realistic expectations. 

Please note that aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. 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. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.