Join CPA/Attorney James Lange for a comprehensive retirement and estate planning strategy educational webinar series for professors and university faculty on December 5th. Secure your spot at faculty-adviso....
The series of 3 complimentary virtual workshops will run from 9:30am to 4pm EST, with 30-minute breaks between each session. Register today and join us for 1, 2, or all 3.
In this segment taken from our late October in-person educational workshops for professors, Jim uses a hypothetical to help illustrate and quantify the devastating financial consequences those provisions of the SECURE Act could have for the children and grandchildren of university faculty and staff.
So what can professors and others with large IRAs and retirement plans do to mitigate that future tax acceleration for their heirs? One easy first step would be to attend our December 5th University Webinar Series where, among many other things, Jim will share the strategic solutions to this problem that he and our team have developed for our readers and clients.
Webinar Highlights:
- Strategic Planning: Explore effective strategies to navigate the new rules around non-spousal heirs and Inherited IRAs.
- Expert Guidance: Gain insights from a seasoned professional on planning for an inherited retirement plan and creating tax-efficient legacies.
- Case Studies & Examples: Engage with real-life scenarios to understand the practical implications of these changes.
Registration:
Secure your spot at faculty-adviso.... Don't miss the opportunity to equip yourself with critical knowledge and strategies you can use to secure your family's financial future!
Interested in an Initial Consultation to develop your Financial Masterplan? To see if you qualify for a free Initial Consultation and to request yours, visit paytaxeslater.....
Are you looking to optimize your IRAs and retirement strategies? Dive deep with James Lange as he unravels both foundational and advanced Roth IRA conversion techniques!
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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.... for additional disclosures.
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2 окт 2024
