James Lange

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Born
in The United States
September 12

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May 2014

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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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Average rating: 3.98 · 243 ratings · 25 reviews · 17 distinct worksSimilar authors
The $214,000 Mistake: How t...

4.25 avg rating — 60 ratings
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Retire Secure!: A Guide To ...

3.90 avg rating — 40 ratings — published 2015 — 4 editions
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The IRA and Retirement Plan...

3.77 avg rating — 31 ratings2 editions
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The Roth Revolution: Pay Ta...

4.07 avg rating — 27 ratings — published 2010 — 6 editions
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The Little Black Book of So...

3.44 avg rating — 25 ratings — published 2016 — 2 editions
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Retire Secure!: Pay Taxes L...

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3.85 avg rating — 13 ratings — published 2009 — 6 editions
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Retirement Plan Owner's Gui...

4.50 avg rating — 8 ratings
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The Ultimate Retirement and...

4.13 avg rating — 8 ratings2 editions
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Retire Secure!: Pay Taxes L...

4.33 avg rating — 6 ratings — published 2006 — 6 editions
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Retire Secure for Parents o...

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4.33 avg rating — 6 ratings2 editions
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James’s Recent Updates

James Lange wrote a new blog post

Navigating IRA Withdrawals, RMDs, and the 10-Year Rule: Smart Tax Planning Strategies for Retirement

 If you're a retiree, or about to become one, you might be sitting on a ticking tax time bomb without even realizing it. One ofContinue ReadingThe pos Read more of this blog post »
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“Don't look for the needle in the haystack. Just buy the haystack!”
John C. Bogle, The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns

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