Retire Secure!
304 episodes - English - Latest episode: about 1 year ago - ★★★★ - 32 ratingsThe 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.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!
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Episodes
Jim Lange and Burton Malkiel Discussing Commercial and Immediate Annuities
February 09, 2023 21:00 - 6 minutes - 4.38 MBGo to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar on February 21st, 2023 starting at 11 am and get amazing information and have your questions answered! Retire Secure! In this clip from Jim Lange's sitdown interview with the great Burton Malkiel where they discuss commercial and immediate annuities. Get some important information here, and then register for Jim's upcoming webinar where he'll discuss how you can benefit from the SECURE ACT 2.0! The foregoin...
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 4
January 17, 2023 13:00 - 18 minutes - 13 MBGo to https://paytaxeslater.com/webinars to register for Jim's FREE, LIVE webinar series on January 31st beginning at 11 AM Eastern. In this 4th part of a 5 part Roth series from Jim Lange's December 2022 webinar, Jim discusses how to pay the taxes in a Roth Conversion, and the considerations. Will doing a Roth pass your "stomach" test? What is the best strategy for YOU when it comes to the Roth? What about going from a taxable to a tax-free environment? Jim offers some tips and strategies...
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 3
January 10, 2023 13:00 - 23 minutes - 16 MBTo learn more about Jim's FREE retirement webinars coming January 2023 go to https://paytaxeslater.com/webinars In this third video in this Roth series, Jim Lange discusses the advanced concepts of making Roth IRA Conversions while also answering questions from the live room. If you've heard enough over the last few videos and want to know more and work with Jim, he discusses that as well! Go to https://paytaxeslater.com/contact-us to find out how to reach our offices. 00:00 - Power of a...
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 2
January 03, 2023 15:00 - 30 minutes - 21.2 MBTo learn more about Jim's upcoming virtual events in January 2023 go to https://paytaxeslater.com/webinars for more info. In this second episode of Jim Lange's December 2022 virtual event dedicated to making Roth IRA Conversions, Jim discusses the classic time to make a Roth IRA Conversion, takes questions from the live room, discusses how he's put his philosophies into practice personally, and finally the essence and the secret to Roth IRA Conversions! 00:00 - Classic Time to Make a Roth...
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1
December 21, 2022 15:00 - 23 minutes - 16.4 MBTo learn more about Jim's upcoming FREE virtual events go to https://paytaxeslater.com/webinars In the first edition of his latest Roth IRA Conversion webinar series, Jim Lange discusses an overview of this webinar including discussing for the first time, in-depth, his four top advanced Roth IRA Strategies as well as the basics of making a Roth Conversion. 00:00 - Intro 01:44 - Things You Can Control vs. Things You Can't Control - The Market 06:25 - What We Will Cover 10:35 - What is T...
Preview For Jim Lange's December 6th Webinar Event!
December 05, 2022 22:00 - 6 minutes - 4.51 MBJim Lange has an upcoming end-of-the-year webinar event coming December 6th beginning at 11 am Eastern! To be registered for at least one of our free retirement & estate planning virtual workshops on Tuesday, December 6, 2022, See below to review tomorrow’s schedule of events: go to https://paytaxeslater.com/webinars *And if you still need to register for one or more of the workshops, you can use the links to the Zoom Webinar registration pages for all three events below. Session 1: Tuesd...
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 6 - The Financial Masterplan
July 05, 2022 18:00 - 21 minutes - 15 MBIn 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' ...
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 5 - The Importance of Gifting
June 27, 2022 18:00 - 21 minutes - 14.8 MBIn 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...
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 4
June 20, 2022 18:00 - 20 minutes - 14 MBIn 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 eve...
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 3
June 15, 2022 18:00 - 20 minutes - 14.3 MBIn 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 C...
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 2
June 13, 2022 18:00 - 26 minutes - 17.9 MBIn 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...
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 1
June 09, 2022 18:00 - 24 minutes - 16.8 MBIn 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!
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 5
May 17, 2022 18:00 - 30 minutes - 20.8 MBIn this final clip from Jim Lange's March 2022 virtual event series, Jim answers live room questions and wrap up of his Roth IRA Conversion event. Go to https://paytaxeslater.com/webinars for more information and registration for Jim's free, live, virtual events!
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 4
May 12, 2022 18:00 - 24 minutes - 17.1 MBGo to https://paytaxeslater.com/webinars for updates on upcoming webinars and how to register for upcoming events. In this clip from Jim's March 2022 virtual event, Jim discusses switching from a taxable environment to a tax-free one without using a Roth IRA.
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 3
May 10, 2022 18:00 - 25 minutes - 17.7 MBGo to https://paytaxeslater.com/webinars for information on our upcoming virtual events! In this clip from Jim's March 2022 virtual event series, Jim begins to discuss "The Secret" when it comes to Roth IRA Conversions and begins to answer live room questions.
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 2
May 03, 2022 16:00 - 20 minutes - 13.8 MBGo to https://paytaxeslater.com/webinars to register for Jim's upcoming virtual events being held on May 3rd and 4th starting at 10 AM Eastern! In this second clip from Jim Lange's March 2022 virtual event, Jim begins discussing "the essence" of Roth IRA Conversions.
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 1
May 02, 2022 18:00 - 27 minutes - 18.9 MBGo to https://paytaxeslater.com/webinars to register for Jim's upcoming virtual events being held on May 3rd and 4th starting at 10 AM Eastern! In this first clip from Jim Lange's March 2022 virtual event, Jim begins discussing the benefits of Roth IRA Conversions and how his firm can work for you!
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 6
April 22, 2022 18:00 - 22 minutes - 15.8 MBGo to https://paytaxeslater.com/webinars to register for one or all four of Jim's virtual events coming May 3rd and 4th 2022. In this final clip from Jim's March 2022 webinar series, he gives a final recap of this event. Go to https://paytaxeslater.com for more information on how to do business with Jim if you're interested.
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 5
April 20, 2022 18:00 - 19 minutes - 13.6 MBGo to https://paytaxeslater.com/webinars to register for one or all four of Jim's upcoming virtual events on May 3rd and 4th 2022. Jim Lange continues discussing how gifting can aid you in your estate planning goals
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 4
April 18, 2022 18:00 - 24 minutes - 16.7 MBGo to https://paytaxeslater.com/webinars to register for one, or all four of Jim's upcoming FREE, LIVE virtual event series! This clip from Jim's March 2022 event, begins answering questions of an attendee asking a question about a 529 Plan and other amazing topics!
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 3
April 13, 2022 18:00 - 22 minutes - 15.3 MBTo get this detailed information live, go to https://paytaxeslater.com/webinars to register for Jim Lange's FREE, LIVE retirement workshops on May 3rd and 4th starting at 10 AM Eastern. In this clip from Jim Lange's March 2022 virtual event, Jim discusses the exceptions to his mantra of 'Pay Taxes Later' and the 'Step Up in Basis' rules.
March 2022 IRA Owners Can Protect Their Families from Massive Taxes Part 2
April 11, 2022 18:00 - 22 minutes - 15.7 MBGo to https://paytaxeslater.com/webinars to register for Jim's upcoming virtual events today! In this second video from Jim's March 2022 virtual event series, Jim begins discussing what he calls 'The Bedrock Principle' of retirement planning. View now, and don't forget to like and subscribe!
March 2022 IRA Owners Can Protect Their Families from Massive Taxes Part 1
April 08, 2022 18:00 - 23 minutes - 16.5 MBTo attend Jim's LIVE, FREE webinars go to https://paytaxeslater.com/webinars to reserve your seat for free today! In this clip from Jim Lange's virtual event series from March 2022, Jim begins the discussion of his webinar and how he can aid you in your retirement planning.
January 2022 Q and A Session 6
March 31, 2022 18:00 - 18 minutes - 12.9 MBJoin Jim and the Financial Dream Team during this sixth and final clip from Jim's free January 2022 Q&A Session as they continue answering live questions. This also includes important information on how to do business with Jim at the very end. For more information on Jim's events go to https://paytaxeslater.com/webinars
January 2022 Q and A Session 5
March 29, 2022 18:00 - 25 minutes - 17.3 MBJoin Jim and the Financial Dream Team during this fifth clip from Jim's free January 2022 Q&A Session as they continue answering live questions. For more information on Jim's events go to https://paytaxeslater.com/webinars
January 2022 Q and A Session 4
March 24, 2022 18:00 - 24 minutes - 16.6 MBIn this fourth clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team continue tackling live room and pre-submitted questions! To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars
January 2022 Q and A Session 3
March 23, 2022 14:00 - 21 minutes - 15 MBIn this third clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team continue tackling live room and pre-submitted questions! To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars
January 2022 Q and A Session 2
March 17, 2022 18:00 - 28 minutes - 19.3 MBIn this second clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team continue tackling live room and pre-submitted questions! To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars
January 2022 Q and A Session 1
March 15, 2022 18:00 - 11 minutes - 8.07 MBIn this first clip from Jim Lange's January 2022 Q&A session featuring Larry Swedore and Adam Yofan, Jim and the Dream Team tackle live room and pre-submitted questions! To get information on registering for Jim Lange's future FREE retirement events go to https://paytaxeslater.com/webinars
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 5
March 08, 2022 19:00 - 36 minutes - 24.8 MBIn this final clip from Jim Lange's January 2022 virtual event series, Jim Lange gives an overview of his presentation and then discusses the next steps of doing business with him. To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! Want to attend but have a scheduling conflict? No worries! All registrants will have a rebroadcast link emailed to them 24 hours after ...
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 4
March 07, 2022 19:00 - 24 minutes - 16.8 MBIn this fourth clip from Jim Lange's January 2022 virtual event series, Jim Lange discusses the overall benefits of the most ideal Roth IRA Conversion strategies and Social Security plans for professors and university faculty and answers more questions. To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! Want to attend but have a scheduling conflict? No worries! All ...
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 3
March 04, 2022 19:00 - 27 minutes - 18.6 MBIn this third clip from Jim Lange's January 2022 virtual event series, Jim Lange continues his discussion on the overall benefits of the most ideal Roth IRA Conversion strategies and Social Security plans for professors and university faculty. To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! Want to attend but have a scheduling conflict? No worries! All registrant...
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 2
March 02, 2022 19:00 - 27 minutes - 19.1 MBIn this second clip from Jim Lange's January 2022 virtual event series, Jim Lange discusses the overall benefits of the most ideal Roth IRA Conversion strategies and Social Security plans for professors and university faculty while starting to answer questions from the audience. To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! Want to attend but have a scheduling ...
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 1
February 28, 2022 19:00 - 23 minutes - 15.9 MBIn this first clip from Jim Lange's January 2022 virtual event series, Jim Lange discusses the overall benefits of the most ideal Roth IRA Conversion strategies and Social Security plans for professors and university faculty. To register for Jim's FREE, LIVE retirement planning virtual events, go to https://paytaxeslater.com/webinarspodcast and reserve your seat for each event that fits your needs! Want to attend but have a scheduling conflict? No worries! All registrants will have a reb...
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 5
February 24, 2022 19:00 - 39 minutes - 26.9 MBIn this final clip from Jim Lange's first virtual event series of 2022, specifically for professors, Jim continues ironing out the strategies that professors can take to protect their wealth and how you can work with Jim. To register for Jim's upcoming virtual event series go to https://paytaxeslater.com/webinarspodcast
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 4
February 22, 2022 19:00 - 23 minutes - 16.3 MBThe fourth clip from Jim Lange's first virtual event series of 2022, specifically for professors, with strategies that anyone can benefit from. To register for Jim's upcoming virtual events go to https://paytaxeslater.com/webinarspodcast to register today!
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 3
February 17, 2022 19:00 - 24 minutes - 16.8 MBThe third clip from Jim Lange's first virtual event series of 2022, specifically for professors, with strategies that anyone can benefit from. To register for Jim's upcoming virtual events go to https://paytaxeslater.com/webinarspodcast to register today!
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 2
February 15, 2022 19:00 - 21 minutes - 14.7 MBThe second clip from Jim Lange's first virtual event series of 2022, specifically for professors, with strategies that anyone can benefit from. To register for Jim's upcoming virtual events go to https://paytaxeslater.com/webinarspodcast to register today!
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 1
February 11, 2022 19:00 - 23 minutes - 16.1 MBThe first clip from Jim Lange's first virtual event series of 2022, specifically for professors, with strategies that anyone can benefit from. To register for Jim's upcoming virtual events go to https://paytaxeslater.com/webinarspodcast to register today!
December 2021 Q&A Session Part 5
February 10, 2022 19:00 - 30 minutes - 20.7 MBIn this final clip from the Q&A session from Jim Lange's December 2021 virtual event series, Jim answers live and pre-submitted questions. To register for Jim's upcoming virtual event series go to https://paytaxeslater.com/webinars
December 2021 Q&A Session Part 4
February 08, 2022 19:00 - 22 minutes - 15.5 MBIn this fourth Q&A session from Jim Lange's December 2021 virtual event series, Jim answers live and pre-submitted questions. To register for Jim's upcoming virtual event series go to https://paytaxeslater.com/webinars
December 2021 Q&A Session Part 3
February 04, 2022 19:00 - 26 minutes - 18.2 MBIn this third Q&A session from Jim Lange's December 2021 virtual event series, Jim answers more live and pre-submitted questions. To register for Jim's upcoming virtual event series go to https://paytaxeslater.com/webinars
December 2021 Q&A Session Part 2
February 03, 2022 19:00 - 24 minutes - 16.6 MBIn this second clip of the Q&A session from Jim Lange's December 2021 virtual event series, Jim answers live and pre-submitted questions. To register for Jim's upcoming virtual event series go to https://paytaxeslater.com/webinars
December 2021 Q&A Session Part 1
February 01, 2022 19:00 - 26 minutes - 18.1 MBIn this Q&A session from Jim Lange's December 2021 virtual event series, Jim answers live and pre-submitted questions. To register for Jim's upcoming virtual event series go to https://paytaxeslater.com/webinars
Flexible Estate Plans and Using Trusts to Protect Your Family Part 5
January 24, 2022 15:00 - 24 minutes - 17 MBTo register for Jim's upcoming virtual event series for professors and university faculty beginning TOMORROW, January 25th at 10 AM Eastern, go to https://paytaxeslater.com/webinars January 25th and 26th starting a 10 AM Eastern both days. In this final clip from Jim's December 1 2021 virtual event series, Jim begins to discuss the process of doing business with him.
Flexible Estate Plans and Using Trusts to Protect Your Family Part 4
January 21, 2022 15:00 - 22 minutes - 15.3 MBTo register for Jim's upcoming virtual event series for professors and university faculty go to https://paytaxeslater.com/webinars In this fourth clip from Jim's December 1 2021 virtual event series, Jim starts off by answering a few questions during the event and how the SECURE Act can harm your family after you're gone.
Flexible Estate Plans and Using Trusts to Protect Your Family Part 3
January 17, 2022 15:00 - 22 minutes - 15.5 MBTo register for Jim's upcoming virtual event series for professors and university faculty go to https://paytaxeslater.com/webinars In this third clip from Jim's December 1 2021 virtual event series, Jim asks a simple philosophical question 'Are you a judge or a free spirit?' as he continues the discussion about preparing to protect your family's financial future after you're gone.
Flexible Estate Plans and Using Trusts to Protect Your Family Part 2
January 13, 2022 19:00 - 19 minutes - 13.5 MBTo register for Jim's upcoming virtual event series for professors and university faculty go to https://paytaxeslater.com/webinars In this second clip from Jim's December 1 2021 virtual event series, Jim discusses how probate works, the good and the bad, and the choice of an executor and trustees.
Flexible Estate Planning and Using Trusts to Protect Your Family Part 1
January 11, 2022 19:00 - 23 minutes - 16.1 MBTo register for Jim's upcoming virtual event series specifically created for university faculty and professors, go to https://paytaxeslater.com/webinars. In this first clip from Jim's virtual event series titled Flexible Estate Planning and Using Trusts to Protect Your Family, Jim begins talking about the "dying part" and how to protect your family and your assets after your death.
Wealth Preservation Solutions for Million-Dollar IRA Owners Part 1
December 28, 2021 16:00 - 24 minutes - 17.2 MBThis episode is a clip from Jim's final virtual event series from 2021 in which he discusses wealth preservation solutions for million-dollar IRA Owners. Get updated information in this brief series before the beginning of Jim's upcoming virtual event series coming January 2022. To register, go to https://paytaxeslater.com/webinars to reserve your virtual seat today.