Jim Lange’s 2019 – 2020 Tax Planning Card is Now Available

The benefits of the new lower rates may apply to all taxpayers for the purposes of Roth IRA conversions, but the rates for married taxpayers are particularly advantageous. Roth IRA conversions are more important than ever in the shadow of the SECURE Act. Please see Chapter 5 of my book, Retirement Plan Owner’s Guide to Beating the New Death Tax, to learn more.

Click Here to Download your 2019-2020 Tax Planning Card Today!