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. 

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"

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 

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!

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!

Jim Lange has an upcoming end-of-the-year webinar event coming December 6th beginning at 11 am Eastern!

To be registered for at least one of our free retirement & estate planning virtual workshops on Tuesday, December 6, 2022, See below to review tomorrow’s schedule of events: go to https://paytaxeslater.com/webinars

*And if you still need to register for one or more of the workshops, you can use the links to the Zoom Webinar registration pages for all three events below.

Session 1: Tuesday, December 6th (11 am – 1 pm Eastern)

Roth IRA Conversions Before Year End: Strategies to Combat a Down Market and Inflation

Click here to register for Session 1

Session 2: Tuesday, December 6th (1:30 – 3:30 pm Eastern)

The Most Flexible & Best Estate Plan for IRA & Retirement Plan Owners

Click here to register for Session 2

Session 3: Tuesday, December 6th (4 – 5 pm Eastern)

A Live Q&A with Jim Lange: Your Questions Answered Roth IRAs, Tax Minimization, Estate Planning, and More

Click here to register for Session 3

In this sixth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim gets down to the 'nitty-gritty' and begins to discuss financial master planning. This is what he and his firm love doing!

Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

In this fifth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses the importance of keeping an open mind when it comes to gifting when it comes to your retirement and estate planning.

Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

In this fourth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim continues answering questions from the live room that includes RMD rules involving the SECURE Act 2.0 which leads into a deeper discussion on the act that Jim refers to as "a stinking pig with a bow".

Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree’s Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'

In this third clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim answers questions from the live room that includes questions about making Roth IRA and Roth 403(b) and Death Bed Roth IRA Conversions.

Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree’s Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'

In this second clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses an 'Able Account' where you can put $16,000 a year into an account for someone else. That money, if withdrawn for the needs of a disabled child, can be drawn income tax-free. Learn more by listening now!

Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree’s Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'