Timothy Sumer

Are you planning on converting all of your IRA assets in one MEGA Conversion or do you plan to spread out your tax liability and optimize over a longer period of time? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to It's no secret that the retirement tax system is quite complex. Between various tax hike zones like the Social Security Tax Torpedo and Capital Gain Bump Zones to penalties like IRMAA, navigating taxes in retirement is difficult. Given this, many retirees wonder if they should simply perform all of their Roth Conversions at once, doing a massive Roth Conversion. And this will be the simplest method, but is it the most optimal? In this video, we compare a large, one-time Roth Conversion vs. spreading that Roth Conversion schedule out. #RothConversion #OptimizeTaxes - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don...

To learn more about Jim's upcoming FREE virtual events go to 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 and schedule an appointment to meet with Jim! Go to to get all of Jim's incredible content and his books and learn how you can Retire Secure! #retirement #retirementplanning #rothira #rothirac...