MEDIA ALERT: Expert Webinar Sessions on 12/6/22
LEAWOOD, KS / AGILITYPR.NEWS / November 29, 2022 / Select members of the press are being invited to attend one or more of the educational sessions being presented by James Lange, Attorney / CPA. Lange is an eight-time bestselling book author and a nationally-renown public speaker.
In these webinars, Lange will focus on advanced Roth IRA Conversion strategies and Estate Planning techniques that very few experts even know about.
WHEN: December 6, 2022
Session 1: 11am – 1pm ET
“Roth IRA Conversions Before Year End: Strategies to Combat a Down Market and Inflation”
Session 2: 1:30 – 3:30 pm ET
“The Most Flexible & Best Estate Plan for IRA & Retirement Plan Owners”
Session 3: 4 – 5pm ET
“Questions Answered: Roth IRAs, Tax Minimization, Estate Planning and More”
Lange will dive into the following:
- The details of the best estate plan for married retirement plan owners known as Lange’s Cascading Beneficiary Plan.
- Should your heirs inherit your IRA and other retirement assets directly, or would naming a trust be wiser?
- Charitable trusts as beneficiaries of your IRAs and retirement assets.
- Do you need the ever more popular “I don’t want my no-good son-in-law to inherit one red cent of my money trust?”
- He will combine his newest thinking with some of his classic strategies for protecting children or grandchildren from themselves, but also creditors, possibly including their spouse.
REGISTRATION: If you would like to register for the webinar or request a recording of the event, please click here.
About Us
ABOUT LANGE FINANCIAL GROUP
The Lange Financial Group is four integrated companies that together provide a uniquely personalized master plan for each client’s financial situation. Lange Financial Group, an investment advisory firm through which Lange offers time-tested, evidence-based investment strategies, is headquartered in Pittsburgh, Pennsylvania. With 35 years of experience, Lange and his staff combine legal, tax, insurance, and investment expertise under one roof. That unique combination of services helps IRA and retirement plan owners develop a personalized masterplan for growing and protecting their wealth. Lange’s forthcoming book is centered on helping professors and other academics navigate the complexities of retiring secure from universities and other learning centers. For more information, visit www.PayTaxesLater.com.
As always, if you have any questions or would like to speak to James Lange directly, please feel free to contact me. I’d be happy to help in any way I can.
Contacts
Grace Vogelzang
GraceVogelzang@ImpactCommunications.orgImpact Communications, Inc.
Phone: +1-913-649-5009