Estate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?


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Episode 123 - Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEP

The Best Free Audio Library in the United States for IRA and retirement plan owners.  After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money.  All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country.   Jim reads the books and develops intelligent questions and those questions make up the basis for the shows.  Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many...