Claim Your FREE 12-Part Mini-Course

Getting the Most Out of What You’ve Got: How to Make Your Money Last for Life – and Beyond

** We respect your email privacy.


Jim Lange's 2007-2008 Tax Planning Card
More tax information on a two-sided sheet than you are likely to find anywhere. This card has been a Pittsburgh favorite for over 11 years and it has now achieved national recognition.
Make Your Money Last Through Retirement: Avoid This Very Common Mistake
Permission for reprint from Bottom Line, the most popular financial newsletter in the U.S.
Tax-Free Growth WITH Roth IRA Conversions: A Golden Opportunity for High Income Baby Boomers
Learn about Roth IRA conversions here!
Comparing the Traditional 401(k) to the Roth 401(k)
Should you be contributing to a traditional 401(k) or the new Roth 401(k)?
The Most Effective Way for IRA Owners Age 70 ½ and Older to Give To Charity Using the New Tax Law
For IRA owner aged 70 ½ or older, discover the best charitable giving strategy for 2006 and 2007.
Retire Secure! Media Coverage
Jim Lange’s Retire Secure! is making the news. Excellent media coverage includes: The Wall Street Journal, Dow Jones Newswire, Associated Press, AOL Money and Finance, Yahoo Finance, Netscape, and over forty other press, radio and TV appearances.
"Pay Taxes Later" Primer: Fourteen Steps to a Secure Retirement
Six Tax-Savvy Ways to Pay Uncle Sam Later and . . . Retire Secure!
A new book by nationally recognized IRA, 401(k), and retirement plan distribution expert James Lange offers some rock-solid strategies for retiring secure - and putting off the taxman for as long as possible

Solution for Naming IRA Beneficiaries
"Lange's Cascading Beneficiaries Plan:" The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan as mentioned by Jane Bryant Quinn.

Are You Spending the Wrong Funds First?
Optimal Distribution Planning for IRAs and Retirement Plans: Spending the Right Funds First.

Additional Articles and Newsletter Archives
Calculators & Interactive Tools and Tax Tools
 

With your best interests in mind,


James Lange, CPA, JD

P.S. Please sign up for our free e-mail newsletter to help secure your family’s financial future.

Links:      RothIRA-Advisor.com      Faculty-Advisor.com     RetireSecure.com

"One of the best books about saving taxes I’ve ever read. It works!"

–Larry King



Buy now!Learn more!

"In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike."


–Charles Schwab


HACKER SAFE certified sites prevent over 99.9% of hacker crime.