Roth IRA Advisor

"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

"Retire Secure! (2nd) covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners."

–Jane Bryant Quinn,Newsweek, Bloomberg.com

Jim Lange's Solutions for How to Respond to the New IRA and Retirement Plan Laws Attract the Attention of the Country's Top Financial Writers.

	October 26, 2001 CFP board recognizes outstanding financial planning articles for 2001
	January 25, 2001 New Rules Simplify IRA Handling
	March, 2001 Your Estate and the New IRA Rules
	March, 2001 MRDefenses
	Jim's clear explanation of the new rules was featured locally in Bill Flanagan's column in the Pittsburgh Post-Gazette. "Now, says lawyer/accountant James Lange, most employees will be able to determine their RMDs for a given year based on nothing more than their current age and their balance at the end of the prior year."

James Lange is a tax attorney and CPA with a thriving retirement and estate planning practice in Pittsburgh, Pennsylvania. He focuses 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, and his articles are frequently published in Financial Planning, Kiplinger's Retirement Report and The Tax Adviser.

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Getting the Most Out of What You’ve Got: How to Make Your Money Last for Life – and Beyond

Jim’s tips for getting the most out of your existing IRA, retirement plans and more. You’ll automatically receive our monthly Retire Secure! newsletter to keep you up-to-date on news and issues that affect your retirement money. And, you’ll receive a bonus report titled: The Ideal Beneficiary Designation of Your Retirement Plan: Lange’s Cascading Beneficiary Plan.

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