University Faculty Retirement Planning, TIAA CREF , Estate planning, and Tax Preparation

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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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"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

About Faculty-Advisor.com

University faculty will enjoy significant benefits by reading the articles on this web site. The author, James Lange, CPA, JD who has assisted over 450 university faculty members enhance their financial future by providing tax-savvy advice and drafting wills, trusts, and sophisticated beneficiary designations for TIAA-CREF accounts, IRAs and other retirement plans. In addition, his office also prepares annual tax returns for over 400 university faculty members.

The three most important articles for university faculty are Retirement Planning for University Faculty After the Taxpayer Relief Act of 1997, IRAs After the TRA '97 - What Hath Congress Roth?, and Retirement Estate Planning Case Study and ideally should be read in that order.

If you are interested in our services, we invite you to look at our references. You can contact Jim by phone at (800) 387-1129, or (412) 521-2732, or by e-mail at admin@faculty-advisor.com.

Residents outside of Southwestern Pennsylvania should call for more information. Jim's services are available via the phone or through the Internet.