Jim develops and refines retirement and estate planning strategies that address the unique needs of U.S citizens with appreciable assets in their IRAs and 401(k) plans.  With his recommendations, over 800 individuals have enhanced their financial future with integral wills, trusts, and tax-savvy beneficiary designations for their IRAs and other retirement plans.  In addition to maintaining his practice, Jim travels extensively lecturing and conducting seminars on retirement and estate planning.  His articles, full of advice and recommendations, are frequently published in magazines and journals such as Financial Planning, Kiplinger's Retirement Report, and The Tax Adviser.

With the click of a button, you can access complete versions of Jim's articles.  Perplexed about beneficiary designations for your IRA or 401(k) plan?  Find the ultimate solution, endorsed by syndicated columnist Jane Bryant Quinn, in "Lange's Cascading Beneficiaries Plan:" The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan.  Wondering how the new tax legislation will affect your retirement distributions?  Then don't skip MRDefenses.  Be sure to read IRAs After the TRA'97- What Hath Congress Roth?, 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.

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If you are interested in our services, we encourage you to contact Jim by phone at (800) 387-1129, or (412) 521-2732, or by e-mail at admin@rothira-advisor.com.  Jim's services are available in person or by telephone for clients who live outside Southwestern Pennsylvania.

We invite you to explore our site. We are proud of what we offer. Thanks for your interest.

James Lange, Esq, CPA