Shows
Retire Secure!Episode 29 – “The Roth Launcher” with guest Steven Kohman, CPA, CSEP, CSRPOn this episode of The Lange Money Hour, Jim Lange welcomes Steve Kohman, CPA, C SEP, CSRP to the show to discuss the "Roth Launcher", the background and basic assumptions of Roth IRA Conversions, strategies of Roth IRA conversions, and how to convert 401(k)s and other IRAs to Roth IRAs.2010-06-1653 minRetire Secure!Episode 22 - The Lange Philosophy with guests Matt Schwarts & Steve Kohman, CPA, CSEP, CSRPOn this episode of the Lange Money Hour, James Lange is joined by attorneys Matt Schwartz and Steve Kohman.
James, Matt, and Steve discuss how Roth IRA Conversions exploded since the tax law changed in 2010, how traditional IRAs should be converted into a Roth IRA, how the law allows for Roth Conversions to be 'undone' in later years. 2010-01-1354 min