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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.
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.”
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.
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