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

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NEW! Radio Show Audio Files and Transcripts
A Free Treasure Chest of Cutting-Edge Advice from Jim Lange and the Top IRA and Roth IRA Conversion Experts in the Country

NEW! Hire Jim to Help Your Advisors Develop Roth IRA Conversion Business

Roth: Four Little Letters Leading to Long-Term Financial Security

All You Need to Know About the Incredible New Opportunities to Preserve Wealth in 2010
Call 412-521-2732 to reserve your seat at one of our upcoming workshops.

Jim Lange's 2009-2010 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 13 years and it has now achieved national recognition.

Radio Show Audio and Transcripts: Great Advice from Jim Lange and Top Financial and IRA and Roth IRA Experts

  • Roth IRA Conversions
  • Spend down strategies for IRA and retirement plan owners
  • Estate Planning for IRA owners
  • Much much more

Guests include
Jonathan Clements and IRA Giants Ed Slott, Natalie Choate, Bob Keebler, Barry Picker

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)?

For the Media: Two New Tax Increases Dramatically Enhance the Benefits of Making a Roth IRA Conversion in 2010
Roth IRA conversions and the new tax cut

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 and Tools

With your best interests in mind,


James Lange, CPA, JD

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Larry King Live, CNN



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"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

"Retire Secure! (2nd) covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners."

–Jane Bryant Quinn,Newsweek, Bloomberg.com

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