We currently have 3 courses available on Finance. Please scroll down to view.

Retire With More Money -- Secrets of The Roth IRA Description: : Instructor Jim Lange reveals how you can retire with more money by utilizing the power of the Roth IRA and Roth IRA Conversions... learn more >> Learning Outcomes: What is the difference between a Roth IRA and a traditional IRA How can switching to a Roth IRA mean more money for you in retirement Why the wealthy have a great opportunity in 2010 (involves a change in the law) Should you consider your tax bracket when making a Roth IRA Conversion How to handle the beneficiary designation of a Roth IRA Conversion

Jim Lange, CPA

Course Length: 1hr Course Price: $150.00

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Retire With More Money -- Discover Incredible Underused Secrets Description: : Instructor Jim Lange explains the secrets to building wealth and planning for a secure retirement. He reveals strategies that you can utilize while you're still working and once you've retired... learn more >> Learning Outcomes: Where should you put your money while you're still working? Jim explains the advantages and disadvantages of IRAs, Roth IRAs, 401(k)s and Roth 401(k)s. In what order should you spend your money after you retire? The right order is critical to making your money last longer. How a Stretch IRA can make your heirs wealthy. Law changes that will allow even the wealthy to convert to a Roth IRA in 2010. Explanation of Minimum Required Distributions of your IRA and how they affect your spouse and heirs.

Jim Lange, CPA

Course Length: 1hr Course Price: $150.00

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Avoiding The Number One Estate Planning Mistake -- It Could Cost Your Family Millions Description: : Jim explains why the typical estate plan using a B Trust can ruin the financial security that you were planning for your family. Naming the wrong beneficiary is a common and costly mistake! Jim calls this plan "Lange's Cascading Beneficiary Plan" and it has been featured in Newsweek, The Wall Street Journal, Kiplinger's Retirement Report and hundreds of other publications... learn more >> Learning Outcomes: What is a "disclaimer" and how is it used to protect your family's financial security? How can you give your surviving spouse the ultimate flexibility to make decisions? The problem with drafting trusts with the sole purpose of avoiding estate tax How future generations -- children and grandchildren -- will benefit from the use of the Cascading Beneficiary Plan How and why the beneficiary of your IRA and retirement plans governs your assets at your death -- not your will or living trust.

Jim Lange, CPA

Course Length: 1hr Course Price: $150.00

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