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A Live Q&A with Larry Swedroe and Jim Lange: Your Questions Answered on Inflation, Investing, Tax Minimization, & More
Who doesn’t have investment questions? Larry and Jim will answer attendees’ questions submitted in advance of the webinar as well as during the webinar. Take advantage of this golden opportunity to have your most nagging investment questions answered.

Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth, educates individuals on the benefits of evidence-based investing. Larry has authored nine books and co-authored seven books on investing, including his newest book, Your Complete Guide to a Successful & Secure Retirement. Larry has made appearances on NBC, CNBC, CNN, and Bloomberg Personal Finance.

Past performance is no guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. Indexes are not available for direct investment.

About James Lange, CPA/Attorney/Registered Investment Advisor
Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He wrote 8 best-selling books including his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.

Jim’s RIA oversees $750 million under management. Jim’s law firm has completed 2,857 estate plans includes wills, trusts, and beneficiary designations of IRAs and retirement plans. Jim’s CPA firm still prepares 760 tax returns annually.

Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The Tax Adviser. Jim has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com and Retirement Daily.


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