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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."
–Charles Schwab
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In
The News...
Jim Lange's
Solutions for How to Respond to the New IRA and Retirement Plan
Laws Attract the Attention of the Country's Top Financial Writers.
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| Friday,
Nov. 8, 2002 |
IRAs and Real Property |
| Monday,
Oct. 28, 2002 |
Retiree Spending Order |
| Friday,
August 09, 2002 |
401(k), Roth IRA (or both)? |
| Tuesday,
June 25, 2002. |
Minimum
Distributions |
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Wednesday, March 20, 2002 |
Section 457 News |
| Tuesday,
February 12, 2002 |
Rebate Confusion |
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Wednesday, January 16, 2002 |
Save More for Later |
| Thursday,
January 3, 2002 |
Section 529 Caveat |
| Tuesday,
January 1, 2002 |
One Person 401(k) Plan |
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Friday, December 14, 2001 |
Last-Minute Tax Tips |
| Friday,
October 19, 2001 |
Unconverting a Conversion |
| Thursday,
October 18, 2001 |
Considering Conversion |
| Tuesday,
July 3, 2001 |
Annuity for College? |
| Thursday,
June 28, 2001 |
IRA vs. 401(k) |
| Tuesday,
May 22, 2001 |
Another Section 529 "Pro" |
| Tuesday,
March 20, 2001 |
Inherited IRA |
| Tuesday,
February 6, 2001 |
The
Old and the New |
| Thursday,
January 18, 2001 |
Simple
Distribution |
| Monday,
December 25, 2000 |
Roth
Again |
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Wednesday, October 28, 1998 |
Roth
IRA Deadline |
| Saturday,
September 12, 1998 |
Convertible Roth |
| Saturday,
August 8, 1998 |
PA
Roth IRA |
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