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 FREE retirement webinars coming January 2023 go to https://paytaxeslater.com/webinars

In this third video in this Roth series, Jim Lange discusses the advanced concepts of making Roth IRA Conversions while also answering questions from the live room. If you've heard enough over the last few videos and want to know more and work with Jim, he discusses that as well! Go to https://paytaxeslater.com/contact-us to find out how to reach our offices.  

00:00 - Power of a Series of Conversions/Should You Convert?
00:58 - Inflation and Roth IRA Conversions
03:25 - Schedule a Retire Secure Consultation Today!
07:38 - Questions from the Live Room 1 - 'For the disabled beneficiary exemption to the SECURE Act 10-year stretch, what specifically needs to be done by a client to quality their disabled child ahead of time? Is receiving SSDI sufficient?'
12:53 - Questions from the Live Room 2 - 'I understand this is a challenge to predict, but what future decisions by Congress could make it disadvantageous to make a Roth IRA Conversion?'
16:51 - Questions from the Live Room 3 - 'Going back to the market timing thought, do you recommend waiting to do Roth Conversions until later in the year if you are awaiting a potential bearer market?'
20:02 - Advanced Concepts in a Roth IRA Conversion