Roth IRA Advisor - Recommended Reading

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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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	The Great Papers Debate: Which Ones Should You Keep and for How Long? Sort out which important documents you should be keeping and how long you should be keeping them.
	Turning Lemons into Lemonade: Tax-Loss Harvesting For many taxpayers, tax-loss harvesting is the single most important strategy for reducing taxes now and in the future.
	The Most Effective Way for IRA Owners Age 70 ½ and Older to Give To Charity Using the New Tax Law For IRA owner aged 70 ½ or older, discover the best charitable giving strategy for 2006 and 2007.
	MRDefenses Most important article describing estate planning for individuals with significant IRAs or retirement plans. As appeared in the March 2001 issue of *Financial Planning* magazine, Copyright 2001 by Thomson Financial Investment Marketing Group.
	Roth IRA Conversions - An Aggressive Strategy
	"Lange's Cascading Beneficiaries Plan:" The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan as mentioned by Jane Bryant Quinn.
	Retirement Planning for IRA Owners and 401(k) Participants The most important article for those with significant retirement plan accumulations.
	Retirement Planning for Physicians
	The Economic Growth and Tax Relief Reconciliation Act of 2001 Summary Tax Relief - How Should You Respond?
	Family Limited Partnerships FLPs serve as an attractive estate-planning tool for wealthy individuals.

Roth IRA Articles

	The Roth IRA: An Excellent Choice for Most Investors
	The Value of a Roth in an Estate A Roth IRA has the potential to provide a great source of wealth for the owner and his/her heirs.
	Roth IRAs: Accumulating Tax-Free Wealth Definitive, peer-reviewed article on Roth IRAs and Roth IRA conversions. 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.
	Time May be Running Out to Recharacterize Your Roth IRA Conversion

Advanced Articles for Savvy Readers and Financial Professionals

	After-Tax Assets in Qualified Retirement Plans-New Opportunities Exceptional Opportunity for Tax-Free Growth.
	"Lange's Cascading Beneficiaries Plan:" The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan as mentioned by Jane Bryant Quinn.
	Optimal Distribution Planning for IRAs and Retirement Plans: Spending the Right Funds First
	Jane Bryant Quinn quotes James Lange in Newsweek. Pay Taxes Later: That's My Mantra
	Year-End Tax Tips for 2005 plus a Sneak Preview of the New Roth 401(k)

Published Material Citing James Lange, Attorney/CPA

Published Material Citing James Lange, Attorney/CPA
See how James Lange, Attorney/CPA is cited in some of the nation's most respected publications.

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