Speaker Tour
James Lange, CPA/Attorney and the Country's Top Roth IRA Educator Wants to Show Your Audience How to Build a Tax-Free Dynasty
If an IRA owner with $100,000 in an IRA makes a Roth IRA conversion, he will be better off by $40,000 in 20 years. If, after 20 years, the Roth IRA owner dies and leaves the inherited Roth IRA to his children, his children will be better off by $700,000. If the Roth IRA is left to the grandchildren instead, the grandchildren will be better off by $8.6 million. True, these numbers aren't adjusted for inflation, but the benefits are still phenomenal. If you think these numbers sound too good to be true, they are basically an update of analysis that Jim published in The Tax Adviser in 1998 that was peer-reviewed by the American Institute of CPAs.
In addition to the analysis in The Tax Adviser, both edition's of Jim's best-selling book, Retire Secure!, contain compelling proof that Roth IRA conversions will increase wealth by thousands and often millions of dollars. Larry King wrote the foreword to the second edition, Ed Slott provided the introduction and Jane Bryant Quinn said that "Retire Secure! covers two areas particularly well - Roth IRA conversions and estate planning for Roth IRA owners." The second edition also received glowing testimonials from dozens of other financial professionals including Charles Schwab, Bob Keebler, Natalie Choate, Roger Ibbotson, Steve Leimberg, Brian Tracy and Gary Lesser.
Widely regarded as an expert in IRAs, Roth IRAs and retirement plan distribution planning, Jim has been quoted in hundreds of publications including 30 times in The Wall Street Journal.
If the market recovers and taxes go up, the benefits of a Roth IRA conversion will be even greater. Of course, wealthy IRA owners will have balances far in excess of $100,000 and the potential benefits of a Roth IRA conversion for them would also be greater.
For years, Jim has traveled the country and presented hundreds of workshops spreading the word on the value of Roth IRA conversions.
Now, with the $100,000 Modified Adjusted Gross Income (MAGI) limitation dropped for Roth IRA conversions starting in 2010, the field has busted wide open. Jim is perfectly positioned to give your audience the finest Roth IRA conversion education. He has developed a killer workshop that he delivers to attract clients for his private practice. Never has Jim seen a better turnout or higher quality prospects than with his current workshop.
He has also developed a more advanced program for advisors. Some firms are hiring Jim to give two different talks in one day - a presentation to educate advisors in the afternoon and another presentation to attract and educate clients and prospects. This is perfect for wealthy IRA and retirement plan owners, since Roth IRA conversions haven't been on their radar until now. As a bonus, Jim also describes the best estate plan for traditional families that own IRA and retirement plans. Let Jim customize a workshop designed specifically for your audience.
Some of the concepts that Jim covers:
How advisors can attract high net-worth prospects by developing Roth IRA conversion expertise.
How Roth IRA conversions can help families by thousands and often millions of dollars.
How to protect yourself from a decline in your Roth IRA conversion.
Why Roth IRA conversions are particularly beneficial for wealthier IRA owners.
What are the potential downsides of a Roth IRA conversion?
A little-known technique for making a Roth IRA conversion from nondeductible IRAs and after-tax dollars inside a retirement plan without paying taxes.
The best estate plan for most traditional families.
How much should you convert to a Roth IRA and when?
Jim will customize his workshop for any type of organization: financial planners, attorneys, CPAs, bankers, insurance producers, retirement groups, professional groups, investment groups and corporations.
>> View Jim's Speaker Evaluation Results
If you are interested in booking Jim, please call Lange Legal Group's Marketing Director, Nicole DeMartino at 1-800-387-1129.
Guarantee: Jim is so certain that your audience will thoroughly appreciate his workshop that he will not charge a fee unless at least 80% of your audience rates the workshop as good or excellent!
Call 1-800-387-1129!
