Year-End Tax Planning and Lange’s Tax Planning Card
The Republican tax bill has passed and immediate action is required to cut your taxes. This newsletter will concentrate on the actions individual taxpayers can take between now and year-end to reduce their taxes. This is the most important year-end tax letter we have ever created due to available opportunities to cut your taxes.
Current Podcast and Transcript
Our guests include experts like Ed Slott, John Bogle, Bob Keebler, Natalie Choate, Charles Ellis, Barry Picker, and Jane Bryant Quinn.
Saturday, November 4, 2017
- Who Says You Can’t Control From the Grave? Using Trusts to Protect Your Family
- Stop Pending Changes in Tax Laws from Taking Up to 1/3rd of Your IRAs and Retirement Plans
- What Makes More Money: The S&P 500 or Active Money Managers?
- The Lange Report: November 2017 Edition
- Tax Resource: Jim Lange’s 2016-2017 Tax Planning Card
- Article: Preparing for the Death of the Stretch IRA (PDF)
- Article: Using Tax-Free Income to Prepare For the Death of the Stretch IRA (PDF)
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