To learn more about Jim's upcoming FREE virtual events go to paytaxeslater.com/webinars
In the first video of this Roth IRA Conversion webinar series, Jim Lange discusses an overview of this webinar including discussing for the first time, in-depth, his four top advanced Roth IRA Strategies as well as the basics of making a Roth Conversion.
00:00 - Intro
01:44 - Things You Can Control vs. Things You Can't Control - The Market
06:25 - What We Will Cover
10:35 - What is The SECURE Act
12:00 - SECURE Act: Potential Impact on Child
14:25 - The SECURE Act Exceptions
19:25 - Tax Cuts and Jobs Act of 2017
20:15 - Compare Tax Rates of 2017 and 2022
Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 to learn if you qualify for a free Initial Consultation with Jim.
Go to paytaxeslater.com to access more of Jim's educational content (including his books) and learn how you can Retire Secure!
Investment advisory services offered by Lange Financial Group, LLC. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Visit our website paytaxeslater.com for more information on our investment advisory services. Please see paytaxeslater.com/privacy for additional disclosures.
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5 июл 2024
