Originally Aired: July 6, 2011
Topic: Maximizing Your Social Security with Larry Kotlikoff, Ph.D.
The Lange Money Hour: Where Smart Money Talks
James Lange, CPA/Attorney
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Maximizing Your Social Security with Larry Kotlikoff, Ph.D.
James Lange, CPA/Attorney
Guest: Larry Kotlikoff Ph.D.
|Click to hear MP3 of this show|
- Introduction of Larry Kotlikoff, Expert in Social Security Strategies
- Delaying Social Security Until Age 70 Increases Benefit by 74%
- Your Goal Is to Protect Yourself Against ‘Excessive Longevity’
- Divorced People Get Spousal Benefit Based on Ex’s Earnings History
- ‘File and Suspend’ Allows Married Couples Greater Options
- Despite Its Fiscal Shape, the Government Will Pay Social Security Benefits
- If You Take Social Security, 401(k) Withdrawals Factor intoTax Calculations
Nicole DeMartino: Hello, and welcome to The Lange Money Hour. This is Nicole DeMartino; thanks so much for joining us today. Today, we’re going to be focusing our attention on Social Security, and our guest today is certainly back by popular demand, but first, let’s start with a few introductions. We’ll start with the president of the Lange Financial Group, Jim Lange. Jim’s been practicing for nearly thirty years here in Pittsburgh and he is a CPA/Attorney and the author of the best-selling books Retire Secure! (the first and second edition) and The Roth Revolution: Pay Taxes Once and Never Again. Now, today, we have joining us Dr. Larry Kotlikoff, who was actually on our show last April, so back by popular demand. Dr. Kotlikoff has taught at Yale and MIT, but right now, he is coming to us from Boston University where he is an economics professor. He is responsible for writing hundreds of articles published in the world’s most notable journals and is the author of 14 books, and specifically, we’re going to be speaking about his latest, Spend ’Til the End and Jimmy Stewart Is Dead. I’m going to turn it over to Jim.
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.