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Financial Security. For Life.

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The Roth Revolution

A Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but that money can grow income tax-free for the rest of you and your spouse’s lives. The advantage of a tax-savvy long term Roth IRA conversion is often measured in the millions. The real eye-opener is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to future generations.

The Roth Revolution addresses the following topics clearly and objectively:

• Whether, how much, and when to convert

• Costs and benefits of a Roth IRA conversion

• Advice for taxpayers in each income tax bracket

• The impact of future tax increases

• Synergy of delaying (or returning) Social Security and Roth IRA conversions

• Combining charitable gifts and Roth IRA conversions

• Tax-free conversions of after-tax dollars in IRAs and retirement plans

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Million-Dollar IRA Owners:

The SECURE Act + the elections = massive income taxes. To protect you and your heirs you must act now.

Our #1 best-selling book dissected and analyzed the most advantageous tax and long-term planning strategies for IRA owners. We can help you mitigate the damage from today’s tax and estate planning environment.

The IRA and Retirement Plan Owners Guide to Beating the New Death Tax by James Lange Book

We have also summarized the most critical concepts of that book in an Overview.  We are offering a free copy of the Overview to anyone who wants to learn how to protect their interests and those of their family.

If, after reading the Overview you would like a copy of our book you will be able to request by clicking here.

I highly recommend you download our complimentary Overview now, Just click here to get your free copy of the Overview with no obligation.

Lange’s 2020-2021 Tax Planning Card

Popular tax reference card used by hundreds of university professors, attorneys, judges, and masters.

Download the card (PDF)

Need a Keynote Speaker?

James Lange, CPA / Attorney Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker. Jim is available to present a variety of workshops to your club or organization. To schedule, please call 412-521-2732. We will help advertise your event.

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