Shows
Retire Secure!Episode 193 - Invaluable Advice from One of the Top IRA Experts in the Country, Ed SlottShould you choose a Roth or a Traditional IRA? Is a Roth IRA conversion right for you? What are the tax implications of your choices, both now and taking into account potential future tax law changes? There are so many questions it can seem impossible to develop a sound strategy, but you need to have one. Hoping for the best is not a plan.
On this episode of The Lange Money Hour, CPA/Attorney Jim Lange welcomes back Ed Slott, CPA, best-selling author and one of the top IRA experts in the country. The Wall Street Journal calls Ed’s we...
2017-05-0349 minRetire Secure!Episode 180 - Strategic Planning for Your IRA with Bruce SteinerIn this episode of The Lange Money Hour: Where Smart Money Talks, we welcome to the show New York attorney Bruce Steiner, a prolific author and nationally recognized expert on taxation and estate planning. Bruce has over 40 years of experience in the areas of taxation, estate planning, business-succession planning and estate and trust administration. Among many other positions, Bruce Steiner is a commentator for Leimberg Information Services, Inc. He’s a member of the Editorial Advisory Board of Trusts and Estates and is a technical advisor for Ed Slott’s IRA Advisor. Bruce has been quoted in various publications and on v...
2016-10-1948 minRetire Secure!Episode 166 - Ed Slott’s Retirement Decision Guide, 2016Episode 166 - Ed Slott’s Retirement Decision Guide, 2016
2016-03-1147 minRetire Secure!Episode 152 - Retirement Decisions Guide 2015 with Ed Slott, CPATOPICS COVERED: Guest Introduction: Ed Slott, CPA; Roth IRAs as an Alternative to a 529 Plan; The Importance of Beneficiary Forms; Potential Death of the Stretch; An Alternative to the Stretch; The Integration of Social Security Strategies and IRA Strategies
2015-12-1048 minRetire Secure!Episode 136 - Ed Slott helps IRA Owners Protect their LegacyEpisode 136 - Ed Slott helps IRA Owners Protect their Legacy - TOPICS COVERED: Guest Introduction: Ed Slott, CPA, America’s IRA Expert, The Stretch IRA and How It Might be Changing, Encouraged Planning, IRA Creditor Protection, Rollover Limitations, Roth IRA Conversions, Differences between IRAs and Employer-Sponsored Retirement Plans, The Five Step Action Plan to Defuse the Retirement Savings Time Bomb, Naming Trusts as IRA Beneficiaries
2015-08-0348 minRetire Secure!Episode 112 - Ed Slott, CPA, on the End of the Stretch IRAEd Slott on the End of the Stretch IRA
Jim Lange, CPA/Attorney
Guest: Ed Slott, CPA
Episode 112
TOPICS COVERED:
Guest Introduction: Ed Slott, CPA
Stretch IRAs
When May Stretch IRAs Disappear?
How Likely is a Tax Law Overhaul?
Beginning Retirement Planning at a Younger Age and the Book to Help You Do It
What Are The Best Assets to invest in Currently?
If You Don’t Make a Tax Plan, the Government Will Make One For You
How Same-Sex Couples are Affected
2015-01-1650 minRetire Secure!Celebrating 100 Episodes with The Best of the Lange Money HourThe Best of The Lange Money Hour
Jim Lange, CPA/Attorney
Episode 100
One of the things that we wanted to do with The Lange Money Hour is to provide our listeners with some of the finest information from some of the top experts in the area of IRAs and retirement planning, and also investing. My associate, Carol Palmer, looked through all 100 shows that we’ve done, picked some of the best clips that she liked, I picked some of the best clips I liked, and we’ve put together this compilation.
TOPICS COVERED:
Ed Slott - Take Control of Your Fina...
2014-09-2457 minRetire Secure!Episode 90 - Year End IRA Review with Special Ed Slott, CPAEpisode 90 - Year End IRA Review with Special Ed Slott, CPA
2014-08-2249 minRetire Secure!Episode 65 - Ed Slott, CPA, America's Top IRA and Retirement Plan ExpertTOPICS COVERED: Introduction of Guest – Ed Slott; Find a Competent Advisor; Move Your Money to Tax-Free Territories; Avoiding Mistakes with Inherited IRAs; Estate Planning and Trust Intricacies
2014-04-1156 minRetire Secure!Episode 25 - Powerful Wealth Preservation Strategies with Ed Slott, CPAIntroduction to Ed Slott, CPA, America’s IRA Expert
Money-Saving Ideas for People Who are Still Working
Putting Money Into a Non-Deductible IRA
Ed’s Two Favorite Ways of Creating Wealth
Using Life Insurance As a Wealth-Creator
Recharacterizations
Potential Disadvantages of Roth IRA Conversions
2010-04-0753 minRetire Secure!Episode 2 - Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPAEpisode 2 of The Lange Money Hour and the first appearance of CPA Ed Slott, the man referred to by Mutual Funds Magazine as "America's IRA Expert".
Listen to Jim and Ed discuss;
Planning for your Retirement Savings – It’s What You Keep That Counts
Leveraging IRAs into Life Insurance Removes Uncertainty of Future Tax Rates
RMD Suspension for 2009 and Strategies for Roth IRA Conversions
Tips for Finding a Qualified Financial Advisor
Limits on RMD Payback for 2009
‘The Winning Half of the Game’ & Other Roth IRA Conversion Strategies
2009-03-2554 min