Retire Secure!

This episode of the Retire Secure Podcast is from Jim's April 28, 2021 virtual event where he discussed the best financial plans for married IRA Owners after the passing of the SECURE Act. We hope you find this to be highly informative and enlightening. Join Jim on June 22nd and 23rd for an all-new virtual event series that promises to be highly informative and enlightening and will teach you how to protect your financial legacy in the wake of a changing Washington D.C.To reserve your seat for free at Jim's upcoming virtual event, click here. Click here if you are interested in finding out more about Assets Under Management, or to have a Financial Masterplan!

In this episode of The Retire Secure Podcast, we visit Jim's most recent webinar from April 27, 2021. In this first virtual event, Jim discusses proposed tax code changes and the best response for those changes and how these responses can continue to aid you against the SECURE Act. To learn more get Jim's latest book Beating The New Death Tax available now at Amazon. If you have heard enough and would like to learn how you can work with Jim for our assets under management services, OR having a financial master plan,  go to  https://paytaxeslater.com/RS1.

In this edition of Jim Lange's Retire Secure Podcast, we have a special Question and Answer session from Jim's March 2021 virtual event for you!Listen in as Jim offers his expert answers to questions being asked from the attendees of Jim's audience. He may end up answering questions YOU may have! If your questions have been answered in this episode, go to https://paytaxeslater.com/RS1 to fill out the form for a Retire Secure Consultation today!And be sure to go to paytaxeslater.com/webinars for updates on Jim Lange's latest virtual events!

This week's edition of the Retire Secure Podcast features the first of Jim Lange's full-length virtual events from his March 30th, 2021 series. Join Jim as he discusses;Avoiding the decimating tax-accelerating consequences of the SECURE Act.Reducing your income tax liability with the Democrats in charge. Likely long-term tax rate increases make Roth IRA conversions more attractive.Using Roth conversions to minimize taxes on your IRA income for decades for both you and your heirs.Minimizing the impact of potential tax increases—other than income tax. Less obvious increases might come from eliminating the current step-up in basis provision and the favorable capital gains rates.Optimizing your Social Security distributions.Gifting strategies after the SECURE Act.To learn more about Jim's virtual events go to https://paytaxeslater.com/webinars. Be sure to sign up for our mailing list to get the latest information that Jim has to offer, including an upcoming Facebook Group Training series!

This special first hour of Jim Lange's February 2021 Question and Answer session, hosted by Dave Dee, showcases Jim Lange, Larry Swedroe, and Adam Yofan answering your financial, and investment questions in regards to your retirement planning.If you're interested in attending  Jim's LIVE virtual events for FREE go to paytaxeslater.com/webinars to register for free today. 

This special first hour of Jim Lange's February 2021 Question and Answer session, hosted by Dave Dee, showcases Jim Lange, Larry Swedroe, and Adam Yofan answering your financial, and investment questions in regards to your retirement planning.If you're interested in attending  Jim's LIVE virtual events for FREE go to paytaxeslater.com/webinars to register for free today. 

Join us for hour two of the second day of Jim Lange's December 2020 virtual event. In this training, titled Urgent Action for Tax-Savvy IRA and Retirement Plan Owners, Jim is offering amazing strategies that he's come up with, designed to help you protect your IRA and retirement plans from the dreaded SECURE Act.Interested in attending Jim's virtual events live? Go to https://paytaxeslater.com/webinars to register, and attend, for free! Jim's latest two-day virtual event will be held Tuesday and Wednesday, March 30th and 31st beginning at 10 AM Eastern Standard Time. 

Join us for hour one, day two, of Jim Lange's December 2020 virtual event. In this training, titled Urgent Action for Tax-Savvy IRA and Retirement Plan Owners, Jim is offering amazing strategies that he's come up with, designed to help you protect your IRA and retirement plans from the dreaded SECURE Act. Interested in attending Jim's virtual events live? Go to https://paytaxeslater.com/webinars to register, and attend, for free! Jim's latest two-day virtual event will be held Tuesday and Wednesday, March 30th and 31st beginning at 10 AM Eastern Standard Time. 

In this latest edition of The Retire Secure Podcast, we're offering you, the listener, the second hour of  The Best Estate Plan for Married IRA Owners after the SECURE Act the first of two scheduled sessions held on December 1st, 2020.This highly informative virtual event is dedicated to offering important strategies to protect your retirement against the SECURE Act. Hour Two to follow.To register for Jim's FREE virtual events, go to https://paytaxeslater.com/webinars to reserve your virtual seat for free. 

In this latest edition of The Retire Secure Podcast, we're offering you, the listener the first hour of  The Best Estate Plan for Married IRA Owners after the SECURE Act the first of two scheduled sessions held on December 1st, 2020. This highly informative virtual event is dedicated to offering important strategies to protect your retirement against the SECURE Act. Hour Two to follow. To register for Jim's FREE virtual events, go to https://paytaxeslater.com/webinars to reserve your virtual seat for free. 

In this clip from Jim's latest virtual event, held on January 28th, 2021, Jim's special guest, Larry Swedroe is asked about what was the real situation behind the GameStop Stock on Robin Hood? How did it happen? What was Reddit's influence? Find out from expert Larry Swedroe, 1/3 of the 'Dream Team' of Jim Lange, Larry Swedroe, and Adam Yofan!To register for Jim's upcoming virtual event series, go to paytaxeslater.com/webinars! 

The following is Part 2 of Jim Lange's Q&A from his October 2020 webinar. For more information on Jim Lange's webinars, or to sign up for his upcoming two-day webinar series to be held on January 27th and 28th starting at 10 AM Eastern, go to https://paytaxeslater.com/webinars. 

The following is a clip of Jim Lange's Q&A from his October 2020 webinar. For more information on Jim Lange's webinars, or to sign up for his upcoming two-day webinar series to be held on January 27th and 28th starting at 10 AM Eastern, go to https://paytaxeslater.com/webinars. 

Join Jim Lange in the second hour of his September 2020 Webinar Q&A session! If you like what you hear, but still aren't quite sure about contact Jim to help handle your affairs, go to https://paytaxeslater.com/webinars to learn when our next webinar sessions are available to get highly informative advice and information to protect your assets from the SECURE Act.

Join Jim Lange in the first hour of his September 2020 Webinar Q&A session! If you like what you hear, but still aren't quite sure about contact Jim to help handle your affairs, go to https://paytaxeslater.com/webinars to learn when our next webinar sessions are available to get highly informative advice and information to protect your assets from the SECURE Act.

In this special edition of the Lange Money Hour, we capture the second and final hour of a special Q&A webinar session that Jim Lange held during his July 2020 webinars.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://https://paytaxeslater.com/webinars/ for more information! Jim Lange's webinars will return in 2021!

In this special edition of the Lange Money Hour, we capture the first hour of a special Q&A webinar session that Jim Lange held during his July 2020 webinars.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, including his year-end webinars coming December 1st and December 2nd, 2020,  go to https://paytaxeslater.com/2020Webinars today!

In the first clip from Jim Lange's February 8th, 2020 afternoon session of his in-person workshop How to Stop Pending Changes in Tax Laws from Taking Up to1/3 of Your IRAs and Retirement Plans After the SECURE Act, is discussing;• How to avoid massive taxation of your plans after the SECURE Act.• Using Roth conversions to minimize taxes on your IRA income for decadesfor both you and your heirs.• How to optimize Social Security strategies in light of the SECURE Act.• Gifting strategies for maximizing IRA and retirement plan wealth after theSECURE Act.• The numbers behind some of our favorite strategies and why they work.While the morning workshop will concentrate on wills, trustsand IRA and retirement plan beneficiary designations, thissession will cover strategies that are also geared toward lifetimeplanning, though frankly, in reality, we look at retirement andestate planning as one continuum. By combining Strategic RothIRA Conversions, Social Security Optimization, and GiftingStrategies, you can help k

 A Clear Explanation of the NEW Tax Law SECURE ActHow 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 EstateHow 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.TrustsThe 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 charit

In this special edition of the Lange Money Hour, we capture the second 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!