Episode 179 - The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA with Jim Lange

Published: Oct. 5, 2016, 4 a.m.

b'In this episode of The Lange Money Hour, Jim gives his listeners the most important advice offered in his newest book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA. The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, provides clear and specific solutions to current tax issues regarding retirement plans, but perhaps more importantly, looks ahead to upcoming legislative actions that could reduce the value of your IRA. Those distressing changes, something we call \\u201cThe Death of the Stretch IRA,\\u201d could cost your family hundreds of thousands, or potentially, millions of additional tax dollars over your children\\u2019s lives. \\n\\nJim will focus on the 6 main themes in the book that will help you decide how to prepare for the probable \\u201cDeath of the Stretch IRA\\u201d and how to grow your retirement nest egg, and keep it out of Uncle Sam\\u2019s hands: \\n\\n\\u2022 Pay taxes later (except for the Roth) when working and when planning for your estate.\\n\\u2022 The benefits of Roth IRA conversions. \\n\\u2022 The most flexible estate plan for married couples.\\n\\u2022 Make gifts that grow tax-free including 529 plans and life insurance.\\n\\u2022 Charitable Trusts as the beneficiary of your IRA that could give your children more life-long income.\\n\\u2022 The grand slam - combining winning tax strategies with low-cost investing.\\nInterested listeners can sign up for that bonus NOW by going to: www.paytaxeslater.com/MillionDollarIRA'