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Jim Lange’s 2015 Year-End Tax Report
This special report covers the details of many year-end tax strategies for 2015.
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.
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.
Cascading Beneficiaries Plan:" The Ideal
Solution for Naming Beneficiaries to Your
IRA and/or Retirement Plan
as mentioned by Jane Bryant Quinn.
Planning for IRA Owners and 401(k) Participants
The most important article for those with significant retirement plan accumulations.
FLPs serve as an attractive estate-planning tool for wealthy individuals.
Roth IRA Articles
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.
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.
Advanced Articles for Savvy Readers and Financial Professionals
Assets in Qualified Retirement Plans-New Opportunities
Exceptional Opportunity for Tax-Free Growth.
Published Material Citing James Lange, CPA
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA 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, 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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