 | 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.
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RADIO SHOW
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.
WORKSHOPS
Upcoming Workshops
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?
WHAT’S NEW
- 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)
Career Opportunities
Want to join the Lange Financial Group team?
What Would You Like To Learn About?
Click on the boxes below for radio shows, videos, and articles about your topic!
Retirement Planning
Learn from the experts about the best strategies for you when planning your retirement.
Roth IRA Conversions
What does it even mean to convert your Roth IRA? Read, listen, and watch what we have to say!
Social Security
How do your social security benefits tie into your retirement plans and future income?
Estate Planning
Are you prepared to take care of your family when you are gone? Plan for the future with our trusted strategies.
Tax Planning
Be prepared for April 15th with tips and advice from the Lange Financial Group’s tax professionals!
Investing for Retirement
Get the most out of your retirement funds by investing!
Traditional vs. Roth Retirement Planning
Where do you fall in the grand scheme of retirement planning? We can help you make sense of it all.
For the Next Generation (Beneficiaries)
Be prepared for when you’re gone by establishing guidelines to protect and benefit your family.
Advice for Specific Groups
Are you a woman, LGBT, a minority, or a university professor? We have some advice here, tailored just for you, to help you decide what is best for you and your family.