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Out Estate Planning
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Retirement & Estate Planning for LGBT Couples, Tax Guidance, Investments, IRAs...
Retirement & Estate Planning for LGBT Couples, Tax Guidance, Investments, IRAs...

34 followers
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Out Estate Planning's posts

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7 Of The Best Retirement Quotes To Get You To And Through It. Get inspired, find hope, and make the most fo your life up to and through retirement. via Forbes http://bit.ly/2tOUhAy

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Episode 192 - The Tax Policy Center’s Expert Roberton Williams Joins Jim Lange to Discuss President Trump’s Tax Policies is now available on iTunes!

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ALERT: Last chance to sign up for tomorrow's workshop! Tuesdays Workshop is now full! A few seats are left for Saturday's workshop so I urge you to register now!

Discover These Under-Publicized Retirement and Estate Planning Secrets That Can Help Married Couples between the Ages of 60 – 75 Keep Their Wealth in Their Family and Out of Uncle Sam’s Hands!


These FREE workshops are especially valuable for men and women with IRAs of $500,000 or more.


“CPA and attorney Jim Lange provides a road map for tax-efficient retirement and estate planning.”
— Charles R. Schwab, Chairman & Founder, The Charles Schwab Corporation


Register here: http://iraseminar.com/

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This coming Saturday join James Lange, the leading Attorney/CPA Expert of IRAs in America, for a free Retirement Workshop in Monroeville, PA.

Want to discover under-publicized Retirement and Estate Planning secrets that can help Married Couples between the Ages of 60 – 75 Keep Their Wealth in Their Family and Out of Uncle Sam’s Hands?

Register here: http://iraseminar.com/

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Episode 192 - The Tax Policy Center’s Expert Roberton Williams Joins Jim Lange to Discuss President Trump’s Tax Policies is now available via Buzzsprout!

In this episode of The Lange Money Hour: Where Smart Money Talks, CPA/Attorney Jim Lange will welcome back to the program Roberton Williams from the independent/nonpartisan Tax Policy Center. Bob joined Jim last fall to discuss how Trump’s tax policy proposals compared to Hillary Clinton’s. Now he’ll take a fresh look at the President’s past promises – and what might lie ahead.

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Is Your Health the Best Reason to Wait to Apply for Social Security? This video blog post is the 18th in a series about the Death of the Stretch IRA. James Lange discusses how the death of one spouse will affect the income that the household receives from Social Security and when concerns about your health and mortality should affect your Social Security decisions.

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Podcast Episode 191 - Tax Expert, Sandy Botkin, Shares Valuable Advice for Reducing Your Income Taxes and Avoiding Scams is now available on iTunes!

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4 Tax-Free Income Sources to Supplement Retirement. Choosing your investments with taxes in mind is a smart strategy as you approach retirement. Here are four income-generating possibilities that won’t trigger big tax bills. via Kiplinger.

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Did you miss Tuesday's video on the Social Security After Divorce?

Find out what options divorced individuals might have to collect Social Security spousal benefits based on a former spouse’s earnings record, what Social Security benefits you might be entitled to if your former spouse dies and why you should not be afraid to file for Social Security benefits based on a former spouse’s record in my latest YouTube video, "Social Security After Divorce: Don’t Overlook the Possibilities Just Because You Hate Your Ex."

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Episode 191 - Tax Expert, Sandy Botkin, Shares Valuable Advice for Reducing Your Income Taxes and Avoiding Scams is now available via Buzzsprout!

In this episode of The Lange Money Hour: Where Smart Money Talks, we welcome tax expert Sandy Botkin.

Taxes! We are all thinking about them this week—either congratulating ourselves for getting them done early or scrambling to beat the April 18th deadline. While revising the tax code may be on the government’s agenda, we are stuck with what we have for now. Avoiding costly mistakes, or better yet, taking advantage of tax breaks we are eligible for is everybody’s goal, but the IRS code is notoriously complex. Don’t miss this opportunity to learn how you can keep more money in your hands by giving less of it to Uncle Sam. And for those of you who have completed your taxes, if you learn something new, there will still be time to revise.

Sandy has spent the past 20+ years teaching thousands of people how to save millions on their taxes. His expertise goes beyond simply saving money--he’ll also talk about the latest tax-related scams and how to avoid them.
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