Jim Lange Speaks on "New Tax Laws Create Unintended Benefits for Savvy IRA CPAs Who Act Quickly"

When:  May 16, 2018 from 06:00 PM to 08:00 PM (ET)
Associated with  Pittsburgh Chapter

New Tax Laws Create Unintended Benefits for Investors Who Act Quickly.

This retirement and estate planning workshop, includes both classic and new strategies to get the most out of your IRAs and retirement plans. The Rivers Club encourages your spouse or partner to attend free of charge # as the topics are not only critical for your and your clientsfinancial well-being, but also for the long-term security of your family.*

Optimizing your Social Security and Roth IRA conversion planning can make a difference of over a million dollars. It could be even more with the new tax laws.

This presentation will qualify for 2 CPE credits and begins at 6:30 PM, lasting 1 hour 40 minutes.  If you wish to order dinner, this will be served at 6:00PM.      

Dinner Menu:             
                         

Chicken Scallopini—with mushrooms, peppers and Marsala wine sauce

Or

Miso Ginger Grilled Salmon with Thai curry carrot sauce

Or

Vegetable Strudel with Boursin cream sauce

 

All Choices include:

Caprese Salad consisting of field greens, fresh mozzarella, tomatoes and balsalmic vinaigrette

Flourless Chocolate cake with berries and whipped cream

Coffee service

TOPICS FOR THE WORKSHOP INCLUDE:

  • How the new tax legislation creates opportunities and pitfalls for CPAs and their clients.
  • The Best Retirement and Estate Plan for Married CPAs
  • The peer-reviewed math behind Roth IRA conversions
  • A true understanding of required minimum distributions while you are alive and after you are gone.
  • Tax-free conversions of after-tax dollars in IRAs and retirement plans (a specialty topic).
  • Maximizing your Social Security.
  • The synergistic calculation of optimal Social Security and Roth IRA conversion strategies.
  • One of my killer “secret strategies” that I rarely present but can have enormous benefits for your and your client’s family
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PRESENTED BY: James Lange, CPA/Attorney
Lange Financial Group, LLC, Pittsburgh

Jim is the bestselling author of six books on retirement and estate planning and Social Security. His books enjoy glowing endorsements from Charles Schwab, Larry King, Jane Bryant Quinn, Billie Jean King, Ed Slott, Natalie Choate, Bob Keebler, Burton Malkiel, and more than 60 other financial, legal and tax experts. Jim’s strategies have been published 36 times in The Wall Street Journal and 20 times in the Pittsburgh Post-Gazette. His articles have appeared in Financial Planning, Bottom Line, The Tax Adviser, Journal of Retirement Planning, Pennsylvania Lawyer Magazine and the prestigious Trust and Estates Magazine where he has published 5 peer-reviewed articles on IRAs and Social Security. Jim’s six peer-reviewed articles and his six books offer extensive quantitative and qualitative analysis of retirement planning strategies and dispel many pre-conceived notions about optimal retirement planning.

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#Note: 
This meeting is open to all.  If you are not a member of the IMA and do not wish to purchase a meal, you may email a RSVP to tcabbott14@gmail with name and contact info.​​​​​

Location

Rivers Club
One Oxford Center
Pittsburgh, PA 15219

Contact

Tim Abbott
724-316-1415
tcabbott14@gmail.com