Retire Secure!

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