Upcoming Workshops – James Lange, CPA/Attorney

Your IRAs and Retirement Plans are at Risk!
Senate Finance Committee Votes 26-0 Approving New Tax Law Giving the IRS Carte Blanche to Take Up to 1/3 of Your Wealth

Read on to discover the under-publicized Retirement and Estate Planning Secrets that are helping married couples between the ages of 60 – 75 keep their wealth in their family… and out of Uncle Sam’s hands! These 3 FREE Workshops are especially valuable for men and women with IRAs and retirement plans of $450,000 or more.

Choose Between Two Workshop Dates:

  • Saturday, October 28, 2017
  • Tuesday, October 31, 2017

Pittsburgh Golf Club
5280 Northumberland Street
PIttsburgh, PA 15217

» View Workshop Invitation (PDF)
» Videos: Educational workshops can be fun!

9:30 a.m. to 11:30 a.m. Who Says You Can’t Control From the Grave? Using Trusts to Protect Your Family
1:00 p.m. to 3:00 p.m. How to Stop Pending Changes in Tax Laws from Taking Up to 1/3rd of Your IRAs and Retirement Plans
3:15 p.m. to 3:45 p.m. What Makes More Money: The S&P 500 or Active Money Managers?

To attend one, or all three, of the FREE workshops, call 412- 521-2732 today to RSVP.
Spouses are encouraged to attend. Seating is limited. Refreshments will be served.

Now that the Senate Finance Committee has voted unanimously, 26-0, to have Congress kill the “stretch IRA,” it appears likely that the federal government will put an end to what has been the greatest tax break for retirement accounts in U.S. history. No longer will your heirs be able to defer tax on inherited IRA benefits.

The Finance Committee voted to pass a law that could reduce your IRA and retirement plan by 1/3rd—or even more—after you die. Just think about how many years you worked and contributed to your IRA and 401(k)—and now Congress wants to take away a third of it after you pass. Though the Senate Finance Committee doesn’t have the force of law yet, we believe it will pass in 2017 or 2018.

The good news is we have discovered 5 little known wealth protection strategies that can dramatically reduce the impact of these devastating changes in the tax laws. It is much better to start implementing these strategies now rather than waiting for the law to pass. I am prepared to share them with you in a new workshop, How to Stop Pending Changes in Tax Laws from Taking Up to 1/3rd of Your IRAs and Retirement Plans.

I will also be presenting two of our “classic” workshops on trusts and low-cost index investing that I am sure you will find interesting, profitable— and perhaps even life-changing!


Reply Today and Get Four Valuable Bonus Gifts — FREE!

Register for one or all three of Jim Lange’s FREE Workshops today, and you get these 4 FREE bonus gifts:

books-bonusBonus #1
Register today and you will get a FREE copy of James Lange’s 420-page newest hardcover book, Retire Secure! Third Edition.
(Cover price: $24.95)

Bonus #2
Receive a copy of James Lange’s 276-page best-seller, The Roth Revolution: Pay Taxes Once and Never Again, in which Jim shows how to use a series of Roth IRA conversions to grow income from your IRAs tax-free not only for the rest of your life, but for your children and grandchildren after you are gone.
(Value: $18.99)

Bonus # 3
Receive a copy of James Lange’s newest book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, which outlines five proven strategies for keeping your wealth within your family – and out of Uncle Sam’s hands— in the wake of the end of the stretch IRA.
(Cover Price: $12.95)

Bonus #4
Attendees interested in the preparation of Wills and Trusts, retirement and estate advice, or other financial services may be eligible for a FREE Second Opinion Consultation. (Value: $525.00)