roth ira conversions

Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar on February 21st, 2023 starting at 11 am and get amazing information and have your questions answered! Retire Secure!

In this clip from Jim Lange's sitdown interview with the great Burton Malkiel where they discuss commercial and immediate annuities.

Get some important information here, and then register for Jim's upcoming webinar where he'll discuss how you can benefit from the SECURE ACT 2.0!

The foregoing content reflects the opinions of Lange Financial Group and/or our guest, Burton Malkiel, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security, or the implementation of any strategy or strategies. There is no guarantee that the statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. 

Go to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar series on January 31st beginning at 11 AM Eastern.

In this 4th part of a 5 part Roth series from Jim Lange's December 2022 webinar, Jim discusses how to pay the taxes in a Roth Conversion, and the considerations. Will doing a Roth pass your "stomach" test? What is the best strategy for YOU when it comes to the Roth? What about going from a taxable to a tax-free environment? Jim offers some tips and strategies that he himself has used for himself and his family.

If you like what you've heard and you want to meet with Jim go to https://paytaxeslater.com/contact-us to contact our offices you can also call us at  (412) 521-2732 or (800) 387-1129

00:00 Strategies for Paying The Taxes on a Roth IRA Conversion
02:43 Roth Conversion Considerations
05:19 Taxable to Tax-Free Strategies
10:22 Advanced Roth Strategies
13:18 Other Techniques to Convert After-Tax Dollars 
15:47 "Separating the Coffee from the Scream"

To learn more about Jim's upcoming virtual events in January 2023 go to https://paytaxeslater.com/webinars for more info.

In this second episode of Jim Lange's December 2022 virtual event dedicated to making Roth IRA Conversions, Jim discusses the classic time to make a Roth IRA Conversion, takes questions from the live room, discusses how he's put his philosophies into practice personally, and finally the essence and the secret to Roth IRA Conversions!

00:00 - Classic Time to Make a Roth Conversion
02:55 - Jim Takes Questions from the Live Room - 'Stocks and Bonds index funds in an IRA while making a Roth IRA Conversion'
08:22 - Jim Takes Questions from the Live Room - 'Can you make too many Roth IRA Conversions?'
10:44 - Fire and Belief Put to the Test
16:27 - Spreading the Word About Roth IRA Conversions
21:35 - Not Opinion it's Math. There's No Such Thing as an IRA Expert That' Doesn't Believe in Roths
24:38 - The Essence of Roth IRA Conversions
25:59 - The Secret

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 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

To learn more about Jim's upcoming FREE virtual events go to https://paytaxeslater.com/webinars

In the first edition of his latest 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 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

Go to https://paytaxeslater.com/webinars to register for Jim's upcoming virtual events being held on May 3rd and 4th starting at 10 AM Eastern!

In this second clip from Jim Lange's March 2022 virtual event, Jim begins discussing "the essence" of Roth IRA Conversions.

Go to https://paytaxeslater.com/webinars to register for Jim's upcoming virtual events being held on May 3rd and 4th starting at 10 AM Eastern!

In this first clip from Jim Lange's March 2022 virtual event, Jim begins discussing the benefits of Roth IRA Conversions and how his firm can work for you!

To get this detailed information live, go to https://paytaxeslater.com/webinars to register for Jim Lange's FREE, LIVE retirement workshops on May 3rd and 4th starting at 10 AM Eastern. 

In this clip from Jim Lange's March 2022 virtual event, Jim discusses the exceptions to his mantra of 'Pay Taxes Later' and the 'Step Up in Basis' rules.

Join Jim and the Financial Dream Team during this sixth and final clip from Jim's free January 2022 Q&A Session as they continue answering live questions. This also includes important information on how to do business with Jim at the very end. 

For more information on Jim's events go to https://paytaxeslater.com/webinars

In this fourth clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team continue tackling live room and pre-submitted questions!

To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars

In this third clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team continue tackling live room and pre-submitted questions!

To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars

In this second clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team continue tackling live room and pre-submitted questions!

To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars

In this first clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team tackle live room and pre-submitted questions! 

To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars

In this first clip from Jim Lange's January 2022 virtual event series, Jim Lange discusses the overall benefits of the most ideal Roth IRA Conversion strategies and Social Security plans for professors and university faculty.

To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! 

Want to attend but have a scheduling conflict? No worries! All registrants will have a rebroadcast link emailed to them 24 hours after the events are held!

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

In this October 2010 Episode of The Lange Money Hour, Jim speaks with CFP Elaine Floyd about Roth IRA Conversion Strategies including;

Two Perspectives on Roth IRA Conversions
Key Dates for Roth IRA Conversions
Recharacterizing Roth IRA Conversions
Social Security Strategies and Roth IRA Conversions!

In this episode, James Lange discusses Roth Conversion Stories including topics concerning;

<ul> You're Never Too Old to Make Roth IRA Conversions</ul>
<ul> Three Pots of Money Story</ul>
<ul> Roth IRA Conversion is Not Always the Answer</ul>