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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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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 10 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)?
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.

For the Media: How to Respond to the NEW Tax Cut
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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"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."


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