Join CPA/Attorney James Lange for a comprehensive retirement and estate planning strategy educational webinar series on December 10th. Secure your spot at: https://PayTaxesLater.com/2024Workshops
The 3 complimentary virtual workshops will run from 10:00am to 5:00pm Eastern, with 30-minute breaks between sessions. Register today and join us for 1, 2, or all 3.
Note: These webinars are for high-net-worth individuals seeking to optimize their retirement and estate planning strategies in an ever-changing economic and political landscape.
In this video –
Could your retirement account balance be misleading you about your real-world financial readiness?
There’s a pivotal concept—often overlooked even by seasoned financial professionals—that could significantly impact your financial future. For over two decades, Jim Lange has been sharing this crucial insight with IRA and retirement plan owners, as well as financial advisors, CPAs, and attorneys. If you’ve been following our work, you’re likely familiar with Jim’s passion for this topic. Yet, it’s a revelation that many Americans have yet to fully grasp.
Redefining Wealth: Focusing on True Purchasing Power
We often assume that a larger account balance means greater wealth. But is that the most accurate measure of your financial security? Jim challenges this notion by emphasizing the importance of your actual purchasing power.
Consider this: having $1 million in a traditional IRA doesn’t mean you have $1 million to spend. Taxes can significantly reduce the amount that’s truly available to you. Understanding this distinction is essential for making informed decisions about your retirement.
Enhancing Your Retirement Strategy with Roth IRA Conversions
In this video excerpt from one of our in-person workshops, Jim delves deeper into this vital concept. You’ll discover how focusing on purchasing power can help you accurately assess the benefits of Roth IRA conversions and make strategic choices for a more secure financial future.
Ready to dive deeper into these topics?
Register to attend 1, 2, or all 3 of our Free Webinars at: https://PayTaxesLater.com/2024Workshops
When: Tuesday, December 10, 2024
If you are married, both spouses are encouraged to attend. Reserve your virtual seat today!
Interested in an Initial Consultation to develop your Financial Masterplan?
To see if you qualify for a free Initial Consultation and to request yours, visit https://paytaxeslater.com/nextsteps.
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Investment advisory services offered by Lange Financial Group, LLC. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Visit our website https://paytaxeslater.com for more information on our investment advisory services. Please see https://paytaxeslater.com/privacy for additional disclosures.
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