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Pittsburgh, PA /

AITP Pittsburgh and Greater Wheeling Chapters June 25, 2018 Joint Meeting

Marriott Courtyard (Washington/Meadowlands) 1800 Tanger Blvd , Washington, PA (map)

NEW TAX LAWS CREATE UNINTENDED BENEFITS FOR SAVVY IRA AND RETIREMENT PLAN OWNERS WHO ACT QUICKLY

As if the information to be presented at this meeting were not enough, we will have “goody bags” for everyone as well as door prizes and a 50/50 raffle. Door prizes to include $5 Panera Bread gift cards (4), a $250 gift certificate at the Microsoft Store at employee prices and a $2475 gift certificate for a free CompTIA course at New Horizons Pittsburgh. Stay tuned as there may be more.

If you have already registered, thank you. If not, best to do so while you’ve got this open. And remember, the only accepted registration for this meeting is at the email address below.

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Date: Monday June 25, 2018

Time: 5:30 pm

Dinner: 6:00 pm

Presentation: 7:00 pm

Where: Courtyard by Marriott Washington (Meadowlands area)

Address: 1800 Tanger Blvd

Washington, PA 15301

Parking: Free

Cost: $24.00 per person (includes a great buffet)

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RSVP TO [masked]. INCLUDE: NAME, COMPANY, EMAIL ADDRESS

NOTE: THIS IS THE ONLY RESERVATION ACCEPTED. NO SHOWS WILL BE BILLED. Meetup registrations alone will not be counted as reservations, only emails to the above address.

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This retirement and estate planning workshop, includes both classic and new strategies that can help you get the most out of your IRAs and retirement plans. We encourage your spouse or as the topics are not only critical for your financial well-being, but also for the long-term security of your family.

As demonstrated by the attached peer-reviewed graph, optimizing your Social Security and Roth IRA conversion planning can make a long-term difference of over a million dollars. It could be even more with the new tax laws.

TOPICS JIM WILL ADDRESS INCLUDE:

• How the new tax legislation creates opportunities and pitfalls for retirement plan owners.

• The Best Retirement and Estate Plan for Married IT Professionals.

• The peer-reviewed math behind Roth IRA conversions.

• Required Minimum Distributions (RMDs) while you are alive and after you are

• How to maximize your Social Security benefits.

• A synergistic look at optimal Social Security and Roth IRA conversion

MEET THE SPEAKER:

James Lange, CPA/Attorney,

Jim is a nationally recognized IRA, 401(k), and Roth IRA conversion expert. His strategies have been quoted 36 times by the Wall Street Journal and 22 times in the Pittsburgh Post Gazette. He has had articles in many other familiar financial magazines such as Money, Smart Money, and Kiplinger’s. His scholarly articles have appeared in The Tax Adviser, the peer-reviewed journal of the American Institute of CPAs, and five of his articles were published in the prestigious Trust and Estates Magazine, a peer-reviewed journal for Attorneys and estate planners.

Jim is the author of 5 best-selling books including Retire Secure! and The Roth Revolution. His books have been endorsed by dozens of industry greats including Charles Schwab, Larry King, Ed Slott, Roger Ibbotson, Jane Bryant Quinn, Burton Malkiel and 60 other IRA, legal, and financial experts.

For information about Jim’s current workshops visit: http://paytaxeslater.com/workshops/

FEEDBACK FROM OTHER ATTENDEES:

“Best course I have attended in 40+ years of practice. Insight and examples were very practical.”

“Please let Jim know that I have been attending Pennsylvania Bar Institute for 5+ years and I think he gave the best CLE I’ve ever had there.”

“Great program! Lots of practical advice and info about Roth IRA conversions. I learned a lot!”

“Excellent job! Loving this seminar! Glad my CLE courses included yours.”

“Thank you for a brilliant presentation!”

“Jim had great substance and knew the subject deeply—Fantastic seminar!”

“Lange is easy to listen to and commands the audience’s attention all day!”

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