JAMES LANGE PRESENTS:
Urgent Evasive Action for Tax-Savvy IRA and Retirement Plan Owners to Take Before Year End — 6 Proven Strategies to Help Protect Your Family from Devastating Tax Acceleration Losses
This session will cover strategies geared toward lifetime planning. Though in reality, for a lifetime of security, retirement and estate planning exist on a continuum. Combining strategic Roth IRA conversions and optimizing Social Security and gifting strategies can help keep your wealth in your family...and out of Uncle Sam’s hands!
Here's an overview of what we'll cover:
• Learn how to avoid the decimating taxes 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 your Social Security distributions.
• Gifting strategies after the SECURE Act.
• The numbers behind some of our favorite strategies and why they work.
James Lange
James Lange is a 7 time best selling author and his upcoming book is all about beating the new death tax. Jim was one of the first IRA experts in the country to address the impending death of the stretch IRA.
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