Tax-Minimization & Financial Planning Strategies for IRA Owners

Tax-Minimization & Financial Planning Strategies for IRA Owners: Plus What You Need to Know About Inflation

Navigating the world of retirement planning can be difficult for everyone, but for retirees (and those nearing retirement) with significant funds ($1Million or more) in their IRAs and retirement plans it presents unique challenges…

You want to safeguard and maximize your hard-earned savings. But how can you ensure that your family’s long-term financial plan is as effective as possible?

Whether it’s deciphering your retirement plan’s specialized distribution rules or determining how to defend your heirs against the SECURE Act’s massive income tax acceleration on Inherited IRA and retirement plan assets, too many crucial elements of strategic planning seem to require a plethora of subject-matter expertise and years of experience.

And as if that wasn’t complicated enough, now there is the additional complication of inflation (which the Federal Reserve now predicts will persist and worsen) and the attendant market volatility to factor into your planning.

What do you need to know about inflation? Should it impact your long-term planning, and if so, how?

Have you done everything you can to protect your children (and grandchildren) from potentially losing tens or hundreds of thousands of dollars to income tax acceleration? Is your long-term gifting plan appropriate?

We’ve spent decades unpacking the complexities of financial planning for clients with $1M+ in their IRAs and retirement plans, and this webinar will cover our strategic recommendations for on all of these topics and more.

In this long-term planning focused session, we’ll dive into:

Inflation: it’s a big topic on American’s minds today, and with good reason. We’ll look at our current economic situation in historical context.
What million-dollar IRA owners need to know about the pending SECURE Act 2.0 legislation.
Gifting strategies to maximize family wealth.
A quantitative analysis of combining multiple long-term financial planning strategies.
Which assets you should spend first and which assets you should spend last during retirement. Please note the answer has changed since the SECURE Act.
The implications of the back-door Roth and what to do about it in 2022
and more...

Presented by James Lange:

Jim Lange is a CPA, attorney and a Registered Investment Advisor whose tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times).

He’s written 9 best-selling books including Retire Secure!, which received praise from many of the country’s top financial experts including Charles Schwab, Larry King, Jane Bryant Quinn, and Roger Ibbotson.

And his forthcoming book, Retire Secure for Professors, includes a foreword by Burton Malkiel.