281 episodes

The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.

Retire Secure‪!‬ James Lange

    • Business
    • 4.0 • 29 Ratings

The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 6 - The Financial Masterplan

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 6 - The Financial Masterplan

    In this sixth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim gets down to the 'nitty-gritty' and begins to discuss financial master planning. This is what he and his firm love doing!

    Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

    • 21 min
    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 5 - The Importance of Gifting

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 5 - The Importance of Gifting

    In this fifth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses the importance of keeping an open mind when it comes to gifting when it comes to your retirement and estate planning.

    Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

    • 21 min
    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 4

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 4

    In this fourth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim continues answering questions from the live room that includes RMD rules involving the SECURE Act 2.0 which leads into a deeper discussion on the act that Jim refers to as "a stinking pig with a bow".

    Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree’s Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'

    • 20 min
    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 3

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 3

    In this third clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim answers questions from the live room that includes questions about making Roth IRA and Roth 403(b) and Death Bed Roth IRA Conversions.

    Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree’s Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'

    • 20 min
    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 2

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 2

    In this second clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses an 'Able Account' where you can put $16,000 a year into an account for someone else. That money, if withdrawn for the needs of a disabled child, can be drawn income tax-free. Learn more by listening now!

    Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree’s Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'

    • 26 min
    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 1

    How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 1

    In this first clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation'  Jim begins discussing how to get the most out of you can protect your IRA and standard Retirement Plans, especially if you're one that "follows the data".

    Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series!

    • 24 min

Customer Reviews

4.0 out of 5
29 Ratings

29 Ratings

JoshCrist ,

Empowering, insightful and actionable! 🙌

Whether you’re well established along your retirement journey, or just getting started making your plan to freedom - this is a must-listen podcast for you! James does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving financial life you can be proud of - as a leader who’s actually walked the path. Highly recommend listening and subscribing!

cpcooper ,

Excellent even for younger people

This is an excellent podcast! I’m 32 years old and have learned so many valuable financial and tax planning nuggets. I found it last week and have been binge watching it ever since.

Cindy l. Word crazy ,

Very informative

Great info on retirement and estate planning.

Top Podcasts In Business

Ramsey Network
Andy Frisella #100to0
iHeartPodcasts
NPR
Jocko DEFCOR Network
BiggerPockets

You Might Also Like

Jim Saulnier, CFP® & Chris Stein, CFP®
Steve Chen & Davorin Robison
Joe Anderson, CFP® & Alan Clopine, CPA
Benjamin Brandt CFP®, RICP®
Taylor Schulte, CFP®
Jason Parker