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Part II: The Best Age to Apply for Social Security

Benefits after the Death of the Stretch IRA

 

Shortly after my book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, went to press the Senate Finance Committee voted 26-0 to eliminate the Stretch IRA. By using specific planning techniques your heirs may be able to reduce the effect that this devastating legislation can have on your estate.

WHAT YOU WILL LEARN IN THIS VIDEO:

• At what age you can apply for Social Security without receiving a reduction in benefits.
• How much your benefits will be reduced if you apply earlier.
• Where to get the best Social Security advice.

WHAT YOU SHOULD DO ABOUT IT:

Jim urges you to watch this brief video, which is just 9 minutes long. Many people want to know the most advantageous age to apply for Social Security benefits and whose advice they should trust. In this video, Jim gives you a few ideas that you should think about before making this very important decision. P.S. Did you miss a video? Here are the past videos in this video series about the Death of the Stretch IRA. What is The Death of the Stretch IRA? Exceptions to the Death of the Stretch IRA The Nitty Gritty Details of the Stretch IRA Can a Charitable Remainder Unitrust Protect Your Heirs From the New IRA Tax Rules? What Should You Do Now About the Death of the Stretch IRA? How the Fiduciary Rule Affects You Why is the Death of the Stretch IRA Legislation Likely to Pass? The Exclusions for the Death of the Stretch IRA Using Gifting as a Solution for Death of the Stretch IRA Using Roth Conversions as a Possible Solution for Death of the Stretch IRA Using Lange's Cascading Beneficiary Program as a Possible Solution for Death of the Stretch IRA How Flexible Estate Planning Can be a Solution for Death of the Stretch IRA President Trump's Tax Reform Proposal and How it Might Affect You Social Security Planning, Roth IRA Conversions & the Death of the Stretch IRA The Best Age to Apply for Social Security Benefits after the Death of the Stretch IRA

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About James Lange, CPA / Attorney  

With more than 3 decades of estate and retirement planning experience, James Lange and his team have drafted 2,357 Wills and Trusts. Jim is the creator of Lange's Cascading Beneficiary Plan and The Roth IRA Institute.

Jim’s strategies have been endorsed by The Wall Street Journal (36 times), Newsweek, Money, Smart Money, Reader’s Digest, Bottom Line, and Kiplinger’s. His articles have appeared in Bottom Line, Financial Planning, The Tax Adviser, Journal of Retirement Planning, and two 2016 articles predicting the "Death of the Stretch IRA" and showing investors what they can do to protect their wealth against it in the peer-reviewed journal, Trusts & Estates.

Jim is the host of The Lange Money Hour on KQV 1410 AM. He is also the author of six best-selling books, 3 editions of Retire Secure!, endorsed by Charles Schwab, Larry King, Ed Slott, Jane Bryant Quinn, Roger Ibbotson... The Roth Revolution endorsed by Ed Slott, Natalie Choate, and Bob Keebler... The Little Black Book of Social Security Secrets endorsed by Jonathan Clements, Paul Merriman, and Elaine Floyd and his most recent book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, endorsed by Bill Flanagan, Burton Malkiel, and Jonathan Clements.

Phone 800.387.1129

Email Web

Office Location 2200 Murray Avenue Pittsburgh, PA 15217

 

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