Shows
Retire Secure!Episode 123 - Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEPEstate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?
2015-04-2254 minRetire Secure!Episode 42 - Year-End Tax Planning Tips with the Legendary, Bob Keebler, CPA, MST, AEPIn this December 1, 2010 classic episode of The Lange Money Hour, James Lange and special guest CPA, MST, and, AEP Bob Keebler discuss year-end tax planning tools, tax loss harvesting, and various tax planning tips for the year-end 2010. 2010-12-0155 minRetire Secure!Episode 23 - Legendary Roth IRA Conversion Expert Bob Keebler, CPA, MST, AEPJames Lange is joined by legendary Roth IRA Conversion expert Bob Keebler. On this episode, recorded February 10, 2010, Jim and Bob Keebler discuss why you should pay your taxes up front, after-tax dollars inside of a retirement plan, and many other topics.2010-02-1054 minRetire Secure!Episode 6 - With Special Guest Bob KeeblerJim Lange welcomes Bob Keebler, the author of The Big IRA Book to the show where they discuss:
The Art and Science of Tax Loss Harvesting
Roth IRA Versus Roth 401(k)
Strategies for Converting Nondeductible IRA to Roth IRA
And more!2009-05-2054 min