Starting in 2010, All Taxpayers Qualify for a Roth IRA Conversion
Regardless of Your Income - You are Now Eligible for a Roth IRA Conversion
Get the Information You Need Now!
An incredible wealth-building opportunity is opening up for all taxpayers in 2010! For many, if not most, wealthy taxpayers, Roth IRA conversions have been off their radar because of the current $100,000 income limit. However, under the Tax Increase Prevention and Reconciliation Act (TIPRA) of 2006, all IRA owners, regardless of income, will be eligible for a Roth IRA conversion in 2010. With this restriction lifted, high-income earners need to find out whether a Roth IRA conversion could benefit their family, and if so, how much should be converted and when. For many of these taxpayers, the benefits of a long-term Roth IRA conversion plan will be measured in MILLIONS of dollars.
Jim Lange, CPA/Attorney and best-selling author of two editions of the book Retire Secure! Pay Taxes Later has been at the forefront of the Roth revolution for over a decade. He wrote the first peer-reviewed article on Roth IRA conversions in 1998 for The Tax Adviser and has been on the cutting-edge of Roth IRA and Roth IRA conversion strategies ever since. Jim’s also been quoted in Newsweek, The New York Times, Kiplinger’s Retirement Report and 30 times in The Wall Street Journal.
Jim has devoted a lot of energy in recent years to educating financial advisors and consumers about the amazing opportunity coming in 2010, and the unique opportunity available for seniors this year. He founded The Roth IRA Institute™ to provide financial professionals with the tools they need to educate their clients. For consumers, his two-hour workshop titled Two New Tax Laws Create Shocking Opportunities for Wealth Preservation has been drawing record crowds. But, Jim wants to get this important information into the hands of all taxpayers. He realizes that people across the country are searching for these answers but are unable to travel to one of his workshops. With that in mind, Jim is making his current workshop available to everyone in a package that contains a DVD, CD and written transcript.
Finally -- Everyone Can Experience Jim Lange’s Roth IRA Workshop
Even if you’ve read Jim’s latest book – the 2nd edition of Retire Secure! Pay Taxes Later – you’ll gain valuable insights with this package. Here’s what you’ll discover:
• The difference between a traditional IRA and a Roth IRA as well as a traditional 401(k) and a Roth 401 (k)
• The “secret” of the Roth IRA and why it’s such a powerful retirement planning tool
• How you can enjoy tax-free growth with a Roth IRA conversion
• How to protect yourself from a decline in your Roth IRA
• A little-known technique for making a Roth IRA conversion while legally avoiding certain taxes
• Accumulation strategies if you’re still working
• Peer-reviewed proof of the benefits of a Roth IRA conversion
Jim Also Reveals the Inner Workings of Lange’s Cascading Beneficiary Plan™
In 1998, Jim Lange created a shockwave in the financial industry when he introduced the Cascading Beneficiary Plan™. It is and always has been the best estate plan for most IRA and retirement plan owners.
For IRA and retirement plan owners with a traditional family (husband and wife only have children with each other, and may even have grandchildren), Lange’s Cascading Beneficiary Plan™ is the best estate plan legally available in this country, and for most people, offers a significant financial improvement and tax savings.
Using a combination of legal strategies, income tax saving tips and accounting principles, Jim developed the ideal solution for naming beneficiaries to IRAs and/or retirement plans. Valuable concepts covered in Lange’s Cascading Beneficiary Plan™ include:
• Understanding that it's the beneficiary designations on IRA and retirement plans that govern retirement assets at death…not the will or living trust
• How to provide your surviving spouse with the ultimate flexibility to make decisions
• How, when properly in place, Jim’s “cascading beneficiary” document defines and controls the beneficiary designation of an IRA and/or retirement plan.
The Wall Street Journal recently published an article talking about the enormous boom in estate attorneys and financial planners all across the nation “seeing the light” and recommending key elements of Lange's Cascading Beneficiary Plan™ to their clients.
Meet Jim Lange, the Founder of The Roth IRA Institute™
My name is Jim Lange. I’m a tax attorney, Certified Public Accountant and registered investment advisor with a thriving retirement and estate planning practice in Pittsburgh, Pennsylvania. I’m also a nationally recognized IRA, 401(k) and retirement plan distribution expert. With over 30-years of experience, I’m one of the top retirement educators and speakers active in the country today.
I have had extensive experience with public speaking. Over the course of my career, I have instructed literally thousands of individuals and financial professionals on ways to avoid the most serious mistakes that many retirees (and those approaching retirement) inadvertently make – mistakes that can jeopardize financial security.
In addition to my speaking engagements and client work, I am also a widely published writer. My articles have been published in many of the most prestigious financial, legal and tax journals in the country, including Journal of Retirement Planning, Financial Planning, The Tax Adviser (AICPA) and others. Beyond my own work, my recommendations have appeared 30 times in The Wall Street Journal, 28 times in The Pittsburgh Post-Gazette, and numerous times in The New York Times, Kiplinger’s Retirement Report, Money Magazine, Smart Money and many others. Jane Bryant Quinn introduced the country to my mantra, “Pay taxes later,” in Newsweek.
The 2nd Edition of my book, Retire Secure! Pay Taxes Later – The Key To Making Your Money Last was published by Wiley in February 2009 and immediately became a bestseller. It has received glowing endorsements from over sixty financial professionals and authors, including Roger Ibbotson, Ed Slott and Charles Schwab, who called Retire Secure! “A roadmap for tax-efficient retirement and estate planning…an invaluable resource for investors.” I was also honored to have Larry King write the foreword for the 2nd Edition.
I am making this Roth IRA Workshop package available because I want all taxpayers to reap the benefits of the new rules regarding Roth IRA conversions.
Get the Tools You Need to Build Wealth for Generations
For the Incredible Price of Just $97!
Your package includes:
• A 2-hour DVD of Jim presenting his Roth IRA Workshop in front of a live audience. Watch as often as you like and share with family members.
• A 2-hour CD of the audio so that you can listen and absorb Jim’s cutting-edge strategies while your in the car.
• A complete written transcript. Everything that Jim says is in the transcript, so you can follow along with the DVD and make your own notes.
Why wait? The Roth IRA Tax Law Change is Here!
Make Sure You’re Prepared
For Just $97, you get:
2-hour DVD
2-hour CD
Complete Written Transcript
For easy ordering: Call 1-800-387-1129.
P.S. The strategies in this video are so powerful that your heirs could literally be an entire economic class better just by following Jim’s techniques. Order now for only $97!
