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

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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."

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Interactive Calculators and Tax Tools

Minimum Required Distribution Calculator
Calculate your MRD for 2008 under the new rules with our on-line calculator or Uniform Withdrawal Factor Table.

IRA Beneficiary Calculator
Designated beneficiaries can use this calculator to compute their required distributions for inherited IRAs.

Living Will

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