Published Material Citing James Lange, Attorney/CPA

James Lange, Attorney/CPA is frequently cited as an expert in the country's most respected publications. To request a reprint of an article, please e-mail us.

	Don’t Qualify for a Roth IRA? The Wall Street Journal, March 28, 2007
	Many Happy Returns:  How to Trim Taxes as You Age The Wall Street Journal, March 14, 2007
	Liability Insurance for Small Business The Wall Street Journal, October 24, 2006
	Trimming Your Taxes:  Why Roth 401(k)s Often Beat Conventional 401(k) Plans The Wall Street Journal, September 6, 2006
	Before Rushing to Convert An IRA, Read This The Wall Street Journal, July 9, 2006
	Inheritance Planning Without Grief:  Financial Firms Launch Services To Navigate the Obstacles; ‘Disclaiming’ Makes Sense? The Wall Street Journal, May 27, 2006
	Good Form: Using Your Tax Return to Bolster Your Investment Performance The Wall Street Journal, March 29, 2006
	Roth or Traditional IRA: How to Choose The Wall Street Journal, March 26, 2006
	Beyond 401(k): How to Bolster Your Prospects for a Secure Retirement The Wall Street Journal, February 1, 2006
	Five Strategies for Helping Your Parents - And Getting More From Their Estate The Wall Street Journal, January 18, 2006
	Credit-Card Debt and Student Loans: Dodging the Hazards of Post-College Life The Wall Street Journal, December 7, 2005
	Strategies for Giving - You've picked your charities. Now comes the big question: How do you give them the money? The Wall Street Journal, November 28, 2005
	Keeping It in the Family: Protecting Your Money From Your Daughter-in-Law The Wall Street Journal, November, 16, 2005
	Managing Retirement, After You Really Retire The New York Times, October 16, 2005
	What to Leave Behind: Choosing Assets That Will Benefit Your Kids the Most The Wall Street Journal, June 29, 2005
	High Court Rules IRAs Untouchable - Unanimous Decision Means Retirement Savings Are Protected From Creditors The Wall Street Journal, April 5, 2005
	Beating the Taxman in Retirement: A Guide to What to Withdraw and When The Wall Street Journal, February 23, 2005
	Mimic the Rich - How to Minimize Taxes And Control Your Estate Without Trusts The Wall Street Journal, September 22, 2004
	Rolling Over Your 401(k) Into an IRA Can Boost Returns and Trim Your Taxes The Wall Street Journal, August 18, 2004
	Giving Adult Children Financial Help Without Undercutting Their Ambitions The Wall Street Journal, June 16, 2004
	Five IRA Rollover Mistakes That Can Crack Your Nest Egg The Wall Street Journal, June 10, 2004
	To Afford Retirement, Cut Your Taxes, Fire Your Broker, And Get a Part-Time Job The Wall Street Journal, June 2, 2004
	Cutting a Deal With Your Kids - One Way to Fund Retirement and Slash Taxes The Wall Street Journal, April 28, 2004
	Navigating the Estate Tax The Wall Street Journal, April 1, 2004
	As Cost of Child Care Rises Sharply, Here's How Some Families Are Coping The Wall Street Journal, October 21, 2004
	Converted to a Roth and Regret It? There's Time to Undo the Damage The Wall Street Journal, September 19, 2003
	No Longer Eligible for a Roth? Try Lowering Your Income The Wall Street Journal, February 27, 2003

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.