Timothy Sumer

Lange's Cascading Beneficiary Plan has been a major staple in Jim Lange's practice since the 1990s and has been peer-reviewed by many industry heavyweights, including Jane Bryant Quinn. In this third video learn from Jim this plan is another major tool in combating the SECURE Act. To learn more get Jim's book at Please go to to sign up for our newsletter!... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Lange's Cascading Beneficiary Plan: Ensuring Your Estate is Securely Managed Planning for the future is an essential part of responsible financial management. One inevitable aspect of this planning is considering what will happen to your assets once you pass away. Estate planning ensures that your loved ones are well taken care of and that your wealth is distributed according to your wishes. Among the various estate plannin

James Lange, CPA/Attorney and best-selling author of "The Roth Revolution: Pay Taxes Once and Never Again," discusses the Roth IRA Conversion, potentially one of the most powerful tools in retirement and estate planning.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/roth-ira-conversions-the-impact-on-heirs/?feed_id=54566&_unique_id=63ac9fa60ccf5 #Inflation #Retirement #GoldIRA #Wealth #Investing #eatateplanningattorney #estateplanning #FinancialServices #ira #JamesLange #retirementplanning #ROTH #ROTH401k #roth403b #RothIRA #rothiraconversion #traditionalIRA #InheritedIRA #eatateplanningattorney #estateplanning #FinancialServices #ira #JamesLange #retirementplanning #ROTH #ROTH401k #roth403b #RothIRA #rothiraconversion #traditionalIRA

Best-selling author James Lange discusses the current Minimum Distribution rules, and how your beneficiaries can use them to their advantage to stretch your IRA over their lifetimes. He helps viewers to understand the importance of deferring income taxes for as long as possible by showing you the math behind his claims and explains just how much the Death of the Stretch IRA legislation will cost your heirs. Are you interested in learning more about the Death of the Stretch IRA legislation? You can watch Jim’s entire 1-hour webinar for free here: Learn more about expected rule changes to the stretch IRA: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/the-nitty-gritty-details-of-the-stretch-ira/?feed_id=45473&_unique_id=6389a067a82fb #Inflation #Retirement #GoldIRA #Wealth #Investing #Deathoft

Stretching is not only for the gym… if you have a “Stretch IRA” you can s-t-r-e-t-c-h out the taxes due on your inherited IRA (Individual retirement account ). If you pay taxes later, you have more money to invest now! CPA and Estate Planning Attorney Jim Lange discusses with Doug how to best title and organize inherited IRAs so beneficiaries can defer taxes. Jim stresses the importance of setting up inherited IRAs properly in order to maximize the benefits of these accounts. Learn two critical mistakes people make when receiving an inherited IRA, and make sure that you prepare your paperwork properly. The Goldstein on Gelt Show is a financial podcast. To listen to whole show, read a transcription, or find contact details of the guest, go to ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/james-lange-st

Best-selling author James Lange discusses the secret to understanding Roth IRA conversions, the breakeven point for Roth IRA conversions and how Roth IRA conversions can benefit you at any age. Are you interested in learning more about the Death of the Stretch IRA legislation? You can watch Jim’s entire 1-hour webinar for free here: Learn more about expected rule changes to the stretch IRA: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/the-roth-ira-conversion-breakeven-point-the-death-of-the-stretch-ira/?feed_id=43324&_unique_id=63815a63d0d73 #Inflation #Retirement #GoldIRA #Wealth #Investing #DeathoftheStretchIRA #inheritedira #JamesLange #NewIRALaws #NewIRARules #Retirement #RothIRA #rothiraconversions #stretchira #VanguardIRA #DeathoftheStretchIRA #inheritedira #JamesLange #NewIRALa

Even though congress is trying to find ways to keep you from stretching your IRA to future generations, they are being generous in allowing you to build even larger IRAs and retirement plans for yourselves. In 2015, we continue to see a solid $5,500 annual contribution limit to IRAs and Roth IRAs with a$1000 catch up contribution allowed for those 50+. Your 401(k), 403(b) and 457 plans have an increased contribution limit in 2015 of $18,000 and an additional $6000 catch up contribution for those 50+. I discuss these plans and their advantages and limitations in detail in the new edition of Retire Secure! So if you haven’t already I would recommend that you sign up for my book reminder emails at where you will get a FREE 4 page summary of Retire Secure! A Guide to Getting the Most Out of What You’ve got along with various videos about the book and other great bonuses including a limited time offer for a FREE consultation for those who qualify.... ( read more ) LEA

Understanding Roth IRAs vs. Traditional IRAs for University Faculty. 401(k), 403(b). We Assist University Faculty with Asset Management, Estate Planning, retirement planning , Tax Preparation & Financial Projections. ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/roth-iras-vs-traditional-iras/?feed_id=39215&_unique_id=6371831374953 #Inflation #Retirement #GoldIRA #Wealth #Investing #FinancialPlannerOccupation #InvestmentManagementIndustry #JamesLange #PittsburghCityTownVillage #RothIRANamesake #TaxIssue #SpousalIRA #FinancialPlannerOccupation #InvestmentManagementIndustry #JamesLange #PittsburghCityTownVillage #RothIRANamesake #TaxIssue

You could be entitled to claim up to HALF of an ex’s Social Security benefit! Many divorced individuals do not realize that they are actually eligible to collect a spousal Social Security benefit based on their ex-spouse’s work record! In this video, Jim discusses how Spousal benefits for divorcees work as well as the criteria you must meet to claim these important benefits. To get a free copy of The Little Black Book of Social Security Secrets go to www.paytaxeslater.com/ss. Social security, retirement, Bipartisan Budget Act, BBA, SS, benefit, social security benefits, apply and suspend, file and suspend, restricted application, social security secrets, james lange, little black book, government retirement benefits, social security strategies, social security strategy, surviving spouse, spousal benefits, social security choices... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA A