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Optimal Response to the SECURE Act & Expected Tax Increases

OPTIMAL RESPONSE TO THE SECURE ACT & EXPECTED TAX INCREASES

Cost Free
Presentation Length 2.0 hours

Recorded DateAugust 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

You and your clients’ IRAs and retirement plans are under attack. The SECURE Act should be named the Massive Income Tax Acceleration on a Retirement Plan Owner’s Act. The inauguration of Joe Biden, a Democratic Congress, the $1.9-trillion pandemic relief packages, the proposed infrastructure packages, and the sunset provisions of the Tax Cuts and Jobs Act of 2017 all point to massive income tax increases for IRA and retirement plan owners. This course will reveal critical strategies that will help you protect your and your clients' financial security and generational wealth.
 
Learning Objectives: 


  • Determine effective methods of transferring assets from the taxable to the tax-free world

  • Define critical concepts and the math behind Roth IRA conversions

  • Recognize that less obvious tax increases might come from eliminating the current step-up-in-basis provision and the favorable capital gains rates and determine how you should respond

  • Recall that the sunset provisions of the TCJA of 2017 will not only increase income tax rates but also will dramatically lower the federal estate tax exemption

  • Determine how to optimize your Social Security distributions

  • Give examples of gifting strategies, i.e., cashing in 1% of your IRA annually and using the proceeds to buy life insurance that will pass income and estate tax-free to your heirs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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James Lange

Lange Financial Group
CPA, Attorney & Registered Investment Advisor
[email protected]
(800) 387-1129

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Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He wrote 8 best-selling books including his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.
 
Jim’s RIA oversees $750 million under management. Jim’s law firm has completed 2,857 estate plans including wills, trusts, and beneficiary designations of IRAs and retirement plans. Jim’s CPA firm prepares 760 tax returns annually.
 
Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The Tax Adviser. Jim has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com and Retirement Daily.

About Our Presenter

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Lange Financial Group offers legal, tax, asset management, and estate planning services all under one roof from a team of experienced professionals. Lange Accounting Group prepares over 500 tax returns annually, the estate planning law firm, Lange Legal Group, has prepared over 2,000 wills and trusts and thousands of beneficiary designations of IRAs and retirement plans, and the Registered Investment Advisory firm provides cutting-edge Roth IRA conversion strategies and money management.

Lange Financial Group helps IRA and retirement plan owners and their families get the most out of what they’ve got by integrating and applying our proven strategies to their personal needs, wants, and financial situations.

Lange Financial Group takes the time to understand its client’s goals and values. Based on a combination of the client’s goals, proven strategies, and “running the numbers,” Lange develops a customized plan that accounts for personal circumstances and long-term financial planning.