Video Resources
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Should Personalty Assets Be Included in your Will? Length: 2:40 |
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The Benefits of Flexible Estate Planning Length: 2:00 |
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How You Should Respond to Estate Tax Reform Length: 2:27 |
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The Tax Benefits of Gifting - The Nitty Gritty Length: 1:58 |
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The Best Way to Educate Your Grandchildren Length: 1:56 |
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The Problems with Traditional Estate Plans Length: 7:04 |
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The Best Ways to Accumulate Money While Still Working Length: 3:04 |
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Setting Up Your own 401(k) Plan Length: 4:14 |
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The Possible Pitfalls of Roth IRA Contributions Length: 2:20 |
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Lower Tax Brackets = Better Roth IRA Conversion Benefits Length: 2:50 |
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A Real-Life Deathbed IRA Conversion Story Length: 2:41 |
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The Impact a Roth IRA Conversion has on Heirs Length: 4:05 |
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Jim’s Own Roth IRA Conversion Story Length: 2:30 |
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The Essence of Roth IRA Conversions Length: 2:45 |
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"The Secret" is Purchasing Power Length: 5:54 |
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The Best Years to Make a Roth IRA Conversion Length: 0:33 |
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Qualifying the Advantages of Roth IRA Conversion Length: 0:57 |
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.
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