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Jim Lange’s 2017-2018 Tax Planning Card is Now Available

 

There have been profound changes to the tax rates in the upper income brackets. Please look at the good news for married couples and individuals who fall into the new 24% bracket (first chart on the right, for 2018). I doubt these low rates will last forever — maybe not even another four years. Do low rates followed by higher rates suggest anything to you? A gold star if you thought Roth IRA conversions. A conversion may make great sense while the rates are low. You may be able to create tax-free income for you and your family for generations at the lowest tax rates ever.

Tax strategy for retirement planning
Number One Tax Strategy for All Phases of Retirement Planning

Jane Bryant Quinn joked in a 2004 Newsweek column that my mantra was, “Pay Taxes Later.” It was true then, and it is true now. If you get nothing else right in your retirement planning, get this key idea right: Don’t Pay Taxes Now, Pay Taxes Later – Except for the Roth. My free report shows why this advice is critical for each stage of your retirement planning.

Download free report

RADIO SHOW

lange-money-hour-podcasts


Classic podcast and Transcript

Episode 89 – The Lange Money Hour Special: Interview with John Bogle of The Vanguard Group

Our guests include experts like Ed Slott, John Bogle, Bob Keebler, Natalie Choate, Charles Ellis, Barry Picker, and Jane Bryant Quinn.

listen-on-demand

WORKSHOPS

Upcoming Workshops

Saturday, March 24, 2018 or
Wednesday, March 28, 2018

  • Who Says You Can’t Control From the Grave? Using Trusts to Protect Your Family
  • New Tax Laws Create Unintended Benefits for Savvy IRA and Retirement Plan Owners Who Act Quickly.
  • What Makes More Money: The S&P 500 or Active Money Managers?

» More Information | Registration

» Videos: Educational workshops can be fun!

 

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    How do your social security benefits tie into your retirement plans and future income?

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    Are you prepared to take care of your family when you are gone? Plan for the future with our trusted strategies.

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    Be prepared for April 15th with tips and advice from the Lange Financial Group’s tax professionals!

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    Get the most out of your retirement funds by investing!

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    For the Next Generation (Beneficiaries)

    Be prepared for when you’re gone by establishing guidelines to protect and benefit your family.

  • Retirement planning advice, Lange Financial Group

    Advice for Specific Groups

    Are you a woman, LGBT, a minority, or a university professor? We have some advice here, tailored just for you, to help you decide what is best for you and your family.

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