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.

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.



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.



Upcoming Workshop

Saturday, June 23, 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?

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