JAMES LANGE PRESENTS:
The Best Estate Plan for Married IRA Owners after the Election & the SECURE Act: Our Tax-Savvy Thinking
This webinar will offer guidelines for what we think is the best estate plan for married IRA and retirement plan owners after the election and, more importantly, after the passage of the SECURE Act and the potentially devastating changes it has made to the Tax Code.
Here's an overview of what we'll cover:
A Clear Explanation of the Tax Consequences of the SECURE Act:
• The SECURE Act triggers a massive income tax acceleration on your IRAs after you pass.
• Doing nothing to prevent it will set off a cascade of financial disasters for your heirs. We have strategies to minimize the negative impact.
• For most IRA owners, the likely federal estate tax changes will not be nearly as severe as the anticipated income tax law changes. Just what will that mean for you and your family.
• Surprise Finding: Charitable Remainder Trusts—even if you are not charitably inclined—could be financially advantageous for your family.
• Do you have children of unequal financial strength? Learn how tax-savvy strategies can benefit everyone.
• A unique multi-generational plan that could save hundreds of thousands of dollars for the grandchildren.
James Lange
James Lange is an 8 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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