Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Elaine Floyd, CFP
Elaine is the Director of Retirement and Life Planning for Horsesmouth, LLC. Horsesmouth is a New York-based training and professional development company specifically for financial advisors. Elaine is a thirty-year veteran of the financial services industry. She’s earned her CFP designations, Certified Financial Planner. She’s written four books and hundreds of articles on retirement, taxes and financial planning.
The Lange Money Hour episodes with this guest:
Episode 39 – October 20, 2010
Roth IRA Conversion Strategies from the Horse’s Mouth with guest Elaine Floyd, CFP
Read Show Transcript | Listen to MP3
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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.