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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	Jim Lange's 2007-2008 Tax Planning Card More tax information on a two-sided sheet than you are likely to find anywhere. This card has been a Pittsburgh favorite for over 10 years and it has now achieved national recognition.
	Year-End Tax Strategies for 2007 The latest tax changes, highlights that are particularly relevant this year and our standard year-end recommendations.
	Make Your Money Last Through Retirement: Avoid This Very Common Mistake Permission for reprint from Bottom Line, the most popular financial newsletter in the U.S.
	Tax-Free Growth WITH Roth IRA Conversions: A Golden Opportunity for High Income Baby Boomers Learn about Roth IRA conversions here!
	Comparing the Traditional 401(k) to the Roth 401(k) Should you be contributing to a traditional 401(k) or the new Roth 401(k)?
	The Most Effective Way for IRA Owners Age 70 ½ and Older to Give To Charity Using the New Tax Law For IRA owner aged 70 ½ or older, discover the best charitable giving strategy for 2006 and 2007.
	Retire Secure! Media Coverage Jim Lange’s Retire Secure! is making the news. Excellent media coverage includes: The Wall Street Journal, Dow Jones Newswire, Associated Press, AOL Money and Finance, Yahoo Finance, Netscape, and over forty other press, radio and TV appearances.
	Retirement and Estate Planning for University Faculty Extremely important article for TIAA-CREF and other retirement plan participants.
	MRDefenses Most important article describing estate planning for faculty members with a significant TIAA-CREF, Vanguard, IRA or other retirement plan balance.
	Solution for Naming IRA Beneficiaries "Lange's Cascading Beneficiaries Plan:" The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan as mentioned by Jane Bryant Quinn.
	Are You Spending the Wrong Funds First? Optimal Distribution Planning for IRAs and Retirement Plans: Spending the Right Funds First.
	Newsweek – “Pay Taxes Later” in the News Jane Bryant Quinn, writing for the December 13, 2004 issue of Newsweek, discovered what I have been advising clients and readers for the past 25 years: Pay Taxes Later. She writes: “Pay Taxes Later,” says Pittsburgh tax attorney James Lange. “That’s my mantra.”
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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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