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James Lange

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September 12

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Jim Lange, CPA/Attorney is President of three interrelated companies that provide financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation and a law firm that limits its practice to estate planning, the drafting of wills and trusts and beneficiary designations of IRAs and retirement plans. The third company is a registered investment advisory firm that provides cutting-edge Roth IRA conversion strategies and conservative money management. All three companies are located in Squirrel Hill in one location where he has been practicing for over 30 years.

Jim is a nationally-recognized IRA, 401(k) and retirement plan distribution expert. Jim is also the President and
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Beyond SSI/SSDI: How to Get the “Chronically Ill” Lifetime IRA Stretch

Beyond SSI/SSDI: How to Get the “Chronically Ill” Lifetime IRA Stretchby James Lange, CPA/Attorney Reprinted with permission of Forbes.com where Jim is a paid contributor.Continue Reading

The post Beyond SSI/SSDI: How to Get the “Chronically Ill” Lifetime IRA Stretch appeared first on Pay Taxes Later.

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Published on July 20, 2026 07:06
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Beyond SSI/SSDI: How to Get the “Chronically Ill” Lifetime IRA Stretch

Beyond SSI/SSDI: How to Get the “Chronically Ill” Lifetime IRA Stretchby James Lange, CPA/Attorney Reprinted with permission of Forbes.com where Jim i Read more of this blog post »
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