Published Material Citing James Lange, CPA/Attorney
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James Lange, CPA/Attorney is frequently cited as an expert in the country's most respected publications
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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 |
James Lange, CPA, Attorney
Jim is a nationally-recognized tax, retirement and estate planning attorney with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions)and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, will and trust preparation and intricate beneficiary designations for IRAs and other retirement plans. Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.
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