"Think of Retire Secure! as a GPS for your money. You may know where you are and where you want to go, but you don't know how to get there. Jim offers the best routes."
–Larry King,
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
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"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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Published
Material Citing James Lange, Attorney/CPA |
James Lange, Attorney/CPA
is frequently cited as an expert in the country's most respected
publications. To request a reprint of an article, please e-mail us.
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Protecting Your Assets in Case You Find Yourself in Court
The Wall Street Journal, October 17, 2007 |
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Families Rethink Their Estate Plans --- With the Fate of the Federal Tax Still Up in the Air, Advisers are Telling Clients to Stay Flexible; When to Use a 'Disclaimer,'
The Wall Street Journal, October 10, 2007 |
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Don’t Qualify for a Roth IRA?
The Wall Street Journal, March 28, 2007 |
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Many Happy Returns: How to Trim Taxes as You Age
The Wall Street Journal, March 14, 2007 |
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Liability Insurance for Small Business
The Wall Street Journal, October 24, 2006 |
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Trimming Your Taxes: Why Roth 401(k)s Often Beat Conventional 401(k) Plans
The Wall Street Journal, September 6, 2006 |
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Before Rushing to Convert An IRA, Read This
The Wall Street Journal, July 9, 2006 |
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Inheritance Planning Without Grief: Financial Firms Launch Services To Navigate the Obstacles; ‘Disclaiming’ Makes Sense?
The Wall Street Journal, May 27, 2006 |
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Good Form: Using Your Tax Return to Bolster Your Investment Performance
The Wall Street Journal, March
29, 2006 |
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Roth or Traditional IRA: How to Choose
The Wall Street Journal, March
26, 2006 |
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Beyond 401(k): How to Bolster Your Prospects for a Secure Retirement
The Wall Street Journal, February
1, 2006 |
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Five
Strategies for Helping Your Parents - And Getting More From
Their Estate
The Wall Street Journal, January
18, 2006 |
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Credit-Card
Debt and Student Loans: Dodging the Hazards of Post-College
Life
The Wall Street Journal, December
7, 2005 |
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Strategies
for Giving - You've picked your charities. Now comes the big
question: How do you give them the money?
The Wall Street Journal, November 28, 2005 |
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Keeping
It in the Family: Protecting Your Money From Your Daughter-in-Law
The Wall Street Journal, November,
16, 2005 |
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Managing
Retirement, After You Really Retire
The New York Times, October
16, 2005 |
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What
to Leave Behind: Choosing Assets That Will Benefit Your Kids
the Most
The Wall Street Journal, June
29, 2005 |
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High
Court Rules IRAs Untouchable - Unanimous Decision Means Retirement
Savings Are Protected From Creditors
The Wall Street Journal, April 5,
2005 |
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Beating
the Taxman in Retirement: A Guide to What to Withdraw and When
The Wall Street Journal, February
23, 2005 |
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Mimic
the Rich - How to Minimize Taxes And Control Your Estate Without
Trusts
The Wall Street Journal, September
22, 2004 |
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Rolling
Over Your 401(k) Into an IRA Can Boost Returns and Trim Your
Taxes
The Wall Street Journal, August
18, 2004 |
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Giving
Adult Children Financial Help Without Undercutting Their Ambitions
The Wall Street Journal, June
16, 2004 |
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Five
IRA Rollover Mistakes That Can Crack Your Nest Egg
The Wall Street Journal, June
10, 2004 |
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To
Afford Retirement, Cut Your Taxes, Fire Your Broker, And Get
a Part-Time Job
The Wall Street Journal, June
2, 2004 |
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Cutting
a Deal With Your Kids - One Way to Fund Retirement and Slash
Taxes
The Wall Street Journal, April
28, 2004 |
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Navigating
the Estate Tax
The Wall Street Journal, April
1, 2004 |
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As
Cost of Child Care Rises Sharply, Here's How Some Families Are
Coping
The Wall Street Journal, October
21, 2004 |
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Converted
to a Roth and Regret It? There's Time to Undo the Damage
The Wall Street Journal, September
19, 2003 |
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No
Longer Eligible for a Roth? Try Lowering Your Income
The Wall Street Journal, February
27, 2003 |
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