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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"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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"Lange's Cascading Beneficiaries Plan" with Disclaimers

I will have an article detailing the specifics of my recommendations in the forthcoming March edition of Financial Planning magazine.

This same system is advocated in my article, Life Simplified and Sweetened—Sweeping Changes for IRAs and Retirement Plans on Brentmark's site, www.rothira.com.

The concept of disclaimers as it applied to the old law can be found in my articles Spreading the Wealth published in Financial Planning magazine, September 1995, and Time to Spend, Not Save published in Financial Planning magazine, September 1997.

Another relevant article, IRAs After the TRA '97 – What Hath Congress Roth, was published in The Tax Adviser, May 1998 (a peer reviewed journal of the American Institute of Certified Public Accountants).

Return to: The Ideal Solution: "Lange's Cascading Beneficiaries Plan" with Disclaimer Options

James Lange, CPA, JD provides specialized retirement and estate planning services to married university faculty members with significant retirement plan accumulations. He has prepared over 450 simple and complex retirement and estate plans. These plans include tax-savvy advice, will and trust preparation, and sophisticated beneficiary designations for TIAA-CREF accounts, IRAs and other retirement plans.

You can contact Jim by phone at (800) 387-1129, or (412) 521-2732, or by e-mail at admin@faculty-advisor.com.