December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1

by | Jan 6, 2023 | SEP IRA | 1 comment

December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1




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In the first video of this 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 The SECURE Act
12:00 – SECURE Act: Potential Impact on Child
14:25 – The SECURE Act Exceptions
19:25 – Tax Cuts and Jobs Act of 2017
20:15 – Compare Tax Rates of 2017 and 2022

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 to get all of Jim’s incredible content and his books and learn how you can Retire Secure!

#retirement #retirementplanning #rothira #rothiraconversion #finance #financialplanning #estateplanning #taxes #taxplanning #secureact #taxcutandjobsact2017 #beneficiaryplanning #beneficiaries #rothconversionsin2022…(read more)


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1 Comment

  1. PH

    love your channel.

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