Pay Taxes Later: Expert Strategies for Lasting Financial Security

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National Media Spotlight:

WSJ Features Lange’s Strategy for Grandparents

On Monday December 22nd, The Wall Street Journal featured one of James Lange’s strategies that he used for his family which will save his daughter hundreds of thousands of dollars.* Many, if not most, grandparents with a $1M+ IRA and a grandchild with a disability should strongly consider this strategy.

*The example cited and any tax savings referenced are for illustrative and educational purposes only and do not represent a guarantee of results. Individual outcomes depend on many factors, including the size of the inherited IRA, future tax laws, trust design, and personal circumstances.

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The Lange Report January 2026

Walter Weinstein (1924–2025) How Walter Used his Money for What Mattered Most!

Walter Weinstein, my wife Cindy’s dad, passed on December 12th at the age of 101. He inspired one of my most popular articles, The Best Way to Spend Your Money. It was published first in Forbes.com and later in a prior edition of this newsletter.

Click the button below to read this month’s issue.

Read The Lange Report

Our strategies have been featured in:

About CPA, Attorney & Author James Lange

James Lange

CPA/Attorney

Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He has authored 10 best-selling books. A well-known Roth IRA expert, Jim authored the first peer-reviewed article on Roth IRAs in 1998 which was published in AICPA’s journal, The Tax Adviser. He has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com.

Knowledge is Power

Jim Lange’s best-selling books give you the tools to retire securely, minimize taxes, and provide for your loved ones.

Click Here For The Complete Catalog

Some of Jim’s books have become classics endorsed by the country’s top experts. Retire Secure! was endorsed by Charles Schwab, Larry King, Jane Bryant Quinn, and 50 other experts; The Roth Revolution, endorsed by Ed Slott and Robert S. Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs, endorsed by Larry Kotlikoff, Jonathan Clements, and Paul Merriman; The Retirement Plan Owner’s Guide to Beating the New Death Tax, endorsed by Burton Malkiel and Larry Swedroe; Retire Secure for Professors and TIAA Participants, endorsed by Roger Ibbotson and Stephan R. Leimberg, Esq.; and Retire Secure for Parents of a Child with a Disability endorsed by Tatyana McFadden and James M. Dahle, MD.

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Want to face the future with confidence knowing that you are taking the right steps to get the most out of what you’ve got?

For qualified prospective clients who are seriously interested in working with us in an assets-under-management capacity or in engaging us to develop your Masterplan on a fee-for-service basis, the first step toward your Financial Masterplan is a complimentary Retire Secure Initial Consultation.

To see if you qualify for a free consultation call our office at 412-521-2732 or complete the appointment request form at here.