Episode 180 - Strategic Planning for Your IRA with Bruce Steiner
b'In this episode of The Lange Money Hour: Where Smart Money Talks, we welcome to the show New York attorney Bruce Steiner, a prolific author and nationally recognized expert on taxation and estate planning. Bruce has over 40 years of experience in the areas of taxation, estate planning, business-succession planning and estate and trust administration. Among many other positions, Bruce Steiner is a commentator for Leimberg Information Services, Inc. He\\u2019s a member of the Editorial Advisory Board of Trusts and Estates and is a technical advisor for Ed Slott\\u2019s IRA Advisor. Bruce has been quoted in various publications and on various television outlets, including Forbes, The New York Times, The Wall Street Journal, CNBC, Fox Business and TheStreet.com. \\n\\nJim and Bruce will discuss the 10 common mistakes people make in retirement planning, Roth IRA conversions, the potential death of the stretch IRA, and the differences between Hillary Clinton and Donald Trump\\u2019s tax proposals. \\n\\n1. Introduction of Bruce Steiner: Tax and Estate-Planning Expert, Lawyer, Author \\n2. Comparison of Clinton and Trump Tax Plans\\n3. Impact of the Possible Death of the Stretch IRA\\n4. Charitable-Remainder Trust Is One Way to Save on Taxes\\n5. Roth IRA and Roth IRA Conversions Can Be Tremendously Beneficial\\n6. Conversion to Roth IRA Can Be Done in Increments Over Several Years \\n7. Designating a Trust as IRA Beneficiary Protects Against \\u2018Ex-Factor\\u2019 \\n8. Your Spouse Usually Is the Best Choice as Beneficiary \\nTo read the show transcript or listen to the MP3 file, http://bit.ly/2fLu2XH'