• December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1

  • Dec 21 2022
  • Length: 24 mins
  • Podcast

December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1

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  • Summary

  • 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!
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