How to Cut Your Taxes before Year-End 2006
The two new tax bills passed this fall have important implications for taxpayers and tax savings. Read a summary of the best strategies.
The Great Papers Debate: Which Ones Should You Keep and for How Long?
Sort out which important documents you should be keeping and how long you should be keeping them.
Turning Lemons into Lemonade: Tax-Loss Harvesting
For many taxpayers, tax-loss harvesting is the single most important strategy for reducing taxes now and in the future.
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.
MRDefenses
Most important article describing estate planning for individuals with significant IRAs or retirement plans.  As appeared in the March 2001 issue of Financial Planning magazine, Copyright 2001 by Thomson Financial Investment Marketing Group.
Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA)
Learn how the tax law affects you.
After-Tax Assets in Qualified Retirement Plans-New Opportunities
Exceptional Opportunity for Tax-Free Growth.
Finalized Regulations for Retirement Plan Distributions
Final Regulations passed on April 17, 2002 allow IRA owners and retirees older than 70 to reduce their taxes. There are also changes for IRA owner 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. 
Retirement Planning for IRA Owners and 401(k) Participants
The most important article for those with significant retirement plan accumulations.
Family Limited Partnerships
FLPs serve as an attractive estate-planning tool for wealthy individuals.
Refinancing Your Personal Residence Mortgage
Estate Planning Case Study
Understanding the Step-Up In Basis Rule
The Simple IRA for Sole Proprietors and Consultants
Long Term Care: Fact and Fiction
Paying for College (Qualified Tuition Program)

Roth IRA Articles

The Roth IRA: An Excellent Choice for Most Investors
Roth IRA Conversions - An Aggressive Strategy
The Value of a Roth in an Estate
 A Roth IRA has the potential to provide a great source of wealth for the owner and his/her heirs.
Roth IRAs:  Accumulating Tax-Free Wealth
Definitive, peer-reviewed article on Roth IRAs and Roth IRA conversions. Adapted from an article appearing in the May, 1998 issue of The Tax Adviser. Copyright © 1998 by the American Institute of Certified Public Accountants, Inc.

Advanced Articles for Savvy Readers and Financial Professionals

After-Tax Assets in Qualified Retirement Plans-New Opportunities
Exceptional Opportunity for Tax-Free Growth.
"Lange's Cascading Beneficiaries Plan:" The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan as mentioned by Jane Bryant Quinn.
  Optimal Distribution Planning for IRAs and Retirement Plans: Spending the Right Funds First
Jane Bryant Quinn quotes James Lange in Newsweek. Pay Taxes Later: That's My Mantra

Year-End Tax Tips for 2005 plus a Sneak Preview of the New Roth 401(k)

Published Material Citing James Lange, Attorney/CPA

Published Material Citing James Lange, Attorney/CPA
See how James Lange, Attorney/CPA is cited in some of the nation's most respected publications.

 

 

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