Media Room

James Lange, CPA / Attorney

James Lange is a CPA and an attorney.  He is also a nationally recognized IRA, 401(k) and retirement plan distribution expert.

The first edition of Jim's book, Retire Secure! Pay Taxes Later - The Key to Making Your Money Last as Long as You Do (Wiley 2006) became a #1 best-seller on amazon.com and received over 60 glowing testimonials. Larry King called Retire Secure! "One of the best books about saving taxes I've ever read. It works.". Charles Schwab said, "A road map for tax-efficient retirement and estate planning."

The 2nd edition of Retire Secure! is set for a February 2009 release and includes updated material to reflect recent tax law changes. Discover new strategies involving inherited 401(k)s and IRAs, Roth IRA strategies for 2010, the importance of making sure that your estate plan considers the rising Federal Tax Exemption and the benefits of using life insurance for charities.   

Jim has published articles in many of the nation’s top financial, legal and tax journals and magazines, including the Journal of Retirement Planning, Financial Planning and The Tax Adviser (AICPA). Beyond his own work, Jim’s recommendations have appeared twenty-nine times in The Wall Street Journal, twenty-three times in The Pittsburgh Post-Gazette, The New York Times, Kiplinger’s Retirement Report (the most recent quote was in August 2008,) Money Magazine and Smart Money.  Jane Bryant Quinn introduced the country to Jim’s mantra, “Pay taxes later,” in Newsweek. 

Jim speaks extensively both locally and nationally and has become an “advisor to the advisors” concerning Roth IRAs, Roth IRA conversions and Jim’s estate plan – “Lange’s Cascading Beneficiary Plan."

Video Clips
What is a Roth IRA?
What is a Roth IRA?

See Jim's sample clips from prior television interviews and seminars

Jon Delano on KDKA Pittsburgh - Sunday Business Page
What is the news on Roth IRA conversions?
Are baby boomers headed towards a retirement crisis?
Retirement Planning Seminar
Are Roth IRA conversions good for seniors?

Audio Clips

Listen to Jim's sample clips from a prior radio interview.

Daria Dolan on 710 WOR New York
What is the difference between an IRA and a Roth IRA?
Does a Roth IRA benefit high income earners?
Which is better, a 401k or an IRA?
How much should I convert to a Roth IRA?

 

Media Kit
Latest Press Releases
8/5/08 - James Lange, America's foremost retirement planning expert, confirms November workshops in Washington County
pdf
8/5/08 - America's foremost retirement planning expert James Lange quoted in Kiplinger's August 2008 Retirement Report
pdf | Original Kiplinger Report
9/27/06 - Jim Lange’s Retire Secure! is making the news.
pdf
 
» Archived Press Releases
   
Media Kit
Download Jim's data sheets below in your preferred format.
James Lange's Long Bio
pdf | doc
Introduction to James Lange
pdf | doc
Fact Sheet
pdf
Fast Facts Sheet
pdf | doc
James Lange Photo
jpg | bmp | tif