Retire Secure!

To learn more about Jim's FREE retirement webinars coming January 2023 go to https://paytaxeslater.com/webinarsIn 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 Conversions03:25 - 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