Roth IRA Conversions: A Key Defense Against the SECURE Act

I hope you enjoyed last week’s video Lange’s Cascading Beneficiary Plan: A Key Defense Against the SECURE Act In case you missed it and need a refresher on exactly what exceptions you can seek to protect your loved ones, click here to watch that video again.

This is the fourth video in my series “How IRA Owners Can Beat the New Death Tax – Video Series,” I discuss what has become another major staple in my practice; Roth IRA Conversions. For years Jane Bryant Quinn has said my life’s mantra was, ‘Pay taxes later, except for the Roth’ which I stand by to this day. In this video, you will find out why its another key defense to the SECURE Act. 

In each subsequent video, I do a bit of a deep dive into one of the peer-reviewed and proven strategies from the book.

Anyone with a significant IRA or retirement plan owes it to their loved ones to learn more about the strategies I discuss in this video series. And, if you are one of my subscribers who has not been following my emails and webinars on the SECURE Act, watching this first video would be a great place to start.

Stay tuned next week for the next video in the series.

Get Jim’s new book The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax today in print or ebook format by going to

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