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."

–Charles Schwab

Recommended Reading

The Great Papers Debate: Which Ones Should You Keep and for How Long?
Sort out which important documents you should be keeping and how long you should be keeping them.

Turning Lemons into Lemonade: Tax-Loss Harvesting
For many taxpayers, tax-loss harvesting is the single most important strategy for reducing taxes now and in the future.

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.

What Americans Should be Doing before April 17th

MRDefenses
Most important article describing estate planning for faculty members with a significant TIAA-CREF, Vanguard, IRA or other retirement plan balance. As appeared in the March 2001 issue of Financial Planning magazine, Copyright 2001 by Thomson Financial Investment Marketing Group.

Roth IRA Conversions - An Aggressive Strategy
Our Roth IRA conversion/recharacterization could help you build substantial tax-free wealth.

After-Tax Assets in Qualified Retirement Plans-New Opportunities
Exceptional Opportunity for Tax-Free Growth.

The Ideal Solution for Naming Beneficiaries to Your IRA
and/or Retirement Plan

Retirement and Estate Planning for University Faculty
Extremely important article for TIAA-CREF and other retirement plan participants.

The Economic Growth and Tax Relief Reconciliation Act of 2001 Summary
Tax Relief - How Should You Respond?

Finalized Regulations for Retirement Plan Distributions
Final Regulations passed on April 17, 2002 allow IRA owners and retirees older than 70 to reduce their taxes. There are also changes for IRA owner beneficiaries.

Family Limited Partnerships Family Limited Partnerships (FLPs) serve as an attractive estate-planning tool for wealthy individuals.

"Capital Gains Reduction with Gallenstein," Pennsylvania Bar News, (circulation 30,000 attorneys), December 1994.

Published Material Citing James Lange, Attorney/CPA

Published Material Citing James Lange, Attorney/CPA
See how James Lange, Attorney/CPA is cited in some of the nation's most respected publications.