Roth IRA Advisor - Tools, Table and Forms

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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."

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	Minimum Required Distribution Calculator Calculate your MRD for 2008 under the new rules with our on-line calculator.
	IRA Beneficiary Calculator Designated beneficiaries can use this calculator to compute their required distributions for inherited IRAs.
	Interactive Living Will Complete and print a usable living will.
	Jim Lange's Tax Planning Card (PDF) Popular tax reference card used by hundreds of university professors, attorneys, judges, and masters.

	Tax Loss Harvesting Reduce your taxes by utilizing the tax loss harvesting strategy described in this article.

	Jim Lange's Tax Planning Card (PDF) Popular tax reference card used by hundreds of university professors, attorneys, judges, and masters.

	Business Assets Determine if you can deduct the cost of office furniture or equipment, regardless of whether you take a home office deduction.

	Business Assets for Artists/Musicians Determine if you can deduct the cost of office furniture or equipment, regardless of whether you take a home office deduction.

	Calculate Tax Basis of Personal Residence Factoring in Interior and Exterior Improvements List of home improvement projects that may qualify for your home's tax basis.

	Travel / Sabbatical Expense List of additional expenses that you may have overlooked.

	Rent Vs. Buy Worksheet comparing renting versus buying.

	Additional Professional/Consulting Expenses to Consider List of additional expenses that you may have overlooked.

	Home Office Deduction Assess your eligibility for home office deductions.

	Auto Expenses Compute your auto expenses.

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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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