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Navigating SECURE Act 2.0: New Opportunities for Million-Dollar IRA Owners

Secure Act 2.0 provides new tools and opportunities for IRA owners to implement optimized strategies to get the most out of what they’ve got.

Don’t be complacent. Be proactive.

Education and action are the keys to increasing and preserving your retirement wealth!

In this virtual educational workshop, we will cover:

• How many can profit from delayed RMD beginning dates.

• The implications of new rules allowing employers to offer Roth contributions.

• Expanding opportunities to move from the taxable to the tax-free investing environment—potentially more valuable than Roth IRA conversions for some investors.

• New opportunities to transition after-tax dollars of retirement plans, to a Roth IRA at no cost —potentially saving hundreds of thousands of dollars in taxes down the road.

• How to benefit from back door and Mega back door Roth IRA conversions that we thought would be eliminated.

• How you can capitalize on Roth IRA conversions through 2025 while favorable income tax rates remain (before 2026 when the “Sunset Provisions” of The Tax Cut and Jobs Act of 2017 take effect and tax rates go up substantially).

• How to plan for the conversion of an inherited retirement plan to a Roth at your beneficiary’s tax rate, not your own.

• Rollover possibilities of 529 plans to Roth IRAs making 529 plans more attractive than ever.


Presented by James Lange:

Jim Lange is a CPA, attorney and a Registered Investment Advisor whose tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times).

He’s written 9 best-selling books including Retire Secure!, which received praise from many of the country’s top financial experts including Charles Schwab, Larry King, Jane Bryant Quinn, and Roger Ibbotson. And his forthcoming book, Retire Secure for Professors, includes a foreword by Burton Malkiel.

Feb 21, 2023 11:00 AM in Eastern Time (US and Canada)