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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
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.
Jane Bryant Quinn quotes James Lange in Newsweek. Pay Taxes Later: That's My Mantra
Published
Material Citing James Lange, CPA/Attorney
Published
Material Citing James Lange, CPA/Attorney
See how James Lange, CPA/Attorney is cited in some of the nation's most respected publications.
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.
Resources
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As a gift, you'll receive a summary of Jim's bestseller, Retire Secure! - acclaimed by Charles Schwab, Ed Slott, Jane Bryant Quinn and 50 other financial professionals! Enter your e-mail address to receive our FREE e-newsletter!
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