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In the first clip from Jim Lange's February 8th, 2020 afternoon session of his in-person workshop How to Stop Pending Changes in Tax Laws from Taking Up to
1/3 of Your IRAs and Retirement Plans After the SECURE Act, is discussing;

\\u2022 How to avoid massive taxation of your plans after the SECURE Act.
\\u2022 Using Roth conversions to minimize taxes on your IRA income for decades
for both you and your heirs.
\\u2022 How to optimize Social Security strategies in light of the SECURE Act.
\\u2022 Gifting strategies for maximizing IRA and retirement plan wealth after the
SECURE Act.
\\u2022 The numbers behind some of our favorite strategies and why they work.

While the morning workshop will concentrate on wills, trusts
and IRA and retirement plan beneficiary designations, this
session will cover strategies that are also geared toward lifetime
planning, though frankly, in reality, we look at retirement and
estate planning as one continuum. By combining Strategic Roth
IRA Conversions, Social Security Optimization, and Gifting
Strategies, you can help keep your wealth in your family...
and out of Uncle Sam\\u2019s Hands!

For years we have stressed that most of our clients desperately need to
be concerned with income taxes, including the income tax that will be due
when your IRAs and retirement plans are distributed. Now, that income
tax problem is on steroids.
There are a lot of pro-active steps you could take now that will enhance
your financial security as well as that of your children. We will explore a
variety of strategies that will reduce the impact of the SECURE Act for
you and your family.

\\u2022 Roth IRA Conversions\\u2014though we have recommended Roth IRA conversions
for many years, Roth IRA conversions and now Roth 401(k) and
Roth 403(b) conversions are going remain to remain a critical tool to cut
taxes for you and your children.
\\u2022 Getting Social Security right is going to be more important than ever.
\\u2022 Gifting Strategies will come to the forefront with this new tax environment.
In this workshop, we\\u2019ll explore different forms of gifting and the
best timing for gifting.

If you're interested in attending any of Jim's free Retirement Webinars go to https://www.iraseminar.com/pgh\\xa0for more information.