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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



 

 

Matthew F. Schwartz, JD
matt@rothira-advisor.com
Profile

Matthew F. Schwartz, JD has worked with James Lange Law Offices for over five years. Matt's practice focuses on estate planning and estate administration with a strong emphasis on retirement benefits.  Matt and Jim work closely together to implement innovative retirement and estate planning solutions for our clients.  Our clients especially value Matt's technical knowledge, commitment to excellent service, and ability to get the job done within reasonable time restraints.

Education

  • Washington University School of Law, St. Louis, MO, Juris Doctor, 1997
  • Northwestern University, Evanston, IL, Bachelor of Arts, 1994

Professional and Community Involvement

  • Member of Allegheny County Bar Association Probate Section
  • Recording Secretary of the Allegheny Tax Society
  • Financial Secretary of the Executive Committee of the Board of Temple Emanuel of the South Hills
  • Member of Initial Committe of Suburban Outreach of the United Jewish Federation

Professional Experience

  • Associate, Cohen & Grigsby, P.C., Pittsburgh, PA
  • Associate, Thorp Reed & Armstrong, LLP, Pittsburgh, PA

 

Spend the Right Funds First!

Spending retirement assets in the correct order is critical for long-term security.


“Every retiree should read Jim Lange’s chapter on Spend the Right Funds First!”
–Gregory Kolojeski
Pres. Brentmark Software
Editor www.RothIRA.com

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