Guest: Mary Beth Franklin, CFP

Guest of The Lange Money Hour: Where Smart Money Talks

The Lange Money Hour Guests
The Lange Money Hour has featured some of the country’s
leading IRA, retirement planning and financial experts.

Guest: Mary Beth Franklin, CFP

Mary Beth Franklin is a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker. With a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine, Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. In her free time she likes to garden, ski, play the piano and travel with her recently retired husband. Her book, “Maximizing Your Clients’ Social Security Retirement Benefits,” is available for purchase.

The Lange Money Hour episodes with this guest:

Episode 111 – Maximizing Social Security & Roth IRA Conversions with guest Mary Beth Franklin, CFP
Read Show Transcript | Listen to MP3

» Return to Guest Index

retire secure book coverCOMING SUMMER 2015!
Retire Secure!

A Guide to Getting the Most out of What You’ve Got

Join our mailing list to be notified as to when Retire Secure! A Guide to Getting the Most Out of What You’ve Got will be released, receive updates, news and get FREE bonuses!

Sign Up Today for the Book Reminder and Get your FREE Bonus!

 

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.