Media Information - James Lange, CPA / Attorney

Media Information - James Lange, CPA / Attorney

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James Lange is a CPA and an attorney.  He is also a nationally recognized IRA,
401(k) and retirement plan distribution expert.

The first edition of Jim's book, Retire Secure! Pay Taxes Later - The Key to Making Your Money Last as Long as You Do (Wiley 2006) became a #1 best-seller on amazon.com and received over 60 glowing testimonials. Larry King called Retire Secure! "One of the best books about saving taxes I've ever read. It works." Charles Schwab said, "A road map for tax-efficient retirement and estate planning."

The 2nd edition of Retire Secure! was released in February 2009 and included updated material to reflect recent tax law changes. Discover new strategies involving inherited 401(k)s and IRAs, Roth IRA strategies for 2010, the importance of making sure that your estate plan considers the rising Federal Tax Exemption and the benefits of using life insurance for charities.   

Jim has published articles in many of the nation’s top financial, legal and tax journals and magazines, including the Journal of Retirement Planning, Financial Planning and The Tax Adviser (AICPA). Beyond his own work, Jim’s recommendations have appeared twenty-nine times in The Wall Street Journal, twenty-three times in The Pittsburgh Post-Gazette, The New York Times, Kiplinger’s Retirement Report (the most recent quote was in August 2008,) Money Magazine and Smart Money.  Jane Bryant Quinn introduced the country to Jim’s mantra, “Pay taxes later,” in Newsweek. 

Jim speaks extensively both locally and nationally and has become an “advisor to the advisors” concerning Roth IRAs, Roth IRA conversions and Jim’s estate plan – “Lange’s Cascading Beneficiary Plan."

Media Kit
Download Jim's data sheets below
James Lange's Long Bio (PDF)
Introduction to James Lange - For Consumers (PDF)
Introduction to James Lange - For CPAs, Attorneys and Financial Advisors (PDF)
Keynote Speaker Promotional Flyer (PDF)
James Lange Photo (JPG)


Press Releases
Recent press releases
How to Respond to the Two Year Extension of Bush-era Tax Cuts & Reduction in Social Security Taxes
pdf
How the New Estate Laws Could Limit a Surviving Spouse's Independent Access to the Family Money
pdf



Video Clips

Qualifying the Advantages of Roth IRA Conversion
Length: 0:57
The Best Years to Make a Roth IRA Conversion
Length: 0:33
"The Secret" is Purchasing Power
Length: 5:54
The Essence of Roth IRA Conversions
Length: 2:45
Jim’s Own Roth IRA Conversion Story
Length: 2:30
The Impact a Roth IRA Conversion has on Heirs
Length: 4:05
A Real-Life Deathbed IRA Conversion Story
Length: 2:41
Lower Tax Brackets = Better Roth IRA Conversion Benefits
Length: 2:50
What is a Roth IRA?
Length: 3:15
What is the news on Roth IRA conversions?
Length: 2:50 (Jon Delano on KDKA Pittsburgh - Sunday Business Page)
Are baby boomers headed towards a retirement crisis?
Length: 2:50 (Jon Delano on KDKA Pittsburgh - Sunday Business Page)
Are Roth IRA conversions good for seniors?

 

What is a Roth IRA?
What is a Roth IRA?

See Jim's sample clips from prior television interviews and seminars

Interview with Joe Fenn of KQVs LiveLine
Jim discusses retirement and estate planning and his 100th radio show.
Jon Delano on KDKA Pittsburgh - Sunday Business Page
What is the news on Roth IRA conversions?
Are baby boomers headed towards a retirement crisis?
 
Retirement Planning Seminar
Are Roth IRA conversions good for seniors?
 

 

 

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