The Lange Report

The Lange Report - Lange Financial Group's Monthly Newsletter

The Lange Report Editions

» February 2017

  • Tax and Retirement Planning Update for January 2017
  • Embracing Technology
  • Sudoku

» January 2017

  • Read This ONLY If You Have More Than $450,000 in Your IRA - The Potential Tax Savings for You and Your Heirs Could be in the Hundreds of Thousands of Dollars!
  • Don’t Fall in the Gap
  • Sudoku
  • Recipe: Asian-Style Beef Stew

» December 2016

  • Settling in for the Long Haul!
  • How to Respond to the Election
  • Three Tips to Save Your Family Time and Money After You Pass
  • Recipe: Swiss Chard with Pine Nuts & Scallions

» November 2016

  • Aloha from Hawaii!
  • It's not Rocket Science
  • Crossword
  • Recipe: Strawberry, Almond and Coconut Smoothie

» October 2016

  • The Best Way to Spend Your Money
  • Fraud Alert: The IRS Will Not Call or Leave a Message Threatening Anything...
  • Crossword
  • Recipe: Rosemary and Basil Grass-Fed Burgers/Meatballs

» September 2016

  • Setting Yourself Up for Success
  • A View From the Inside
  • Crossword

» August 2016

  • Lange Financial Group Takes Additional Space on the Ground Floor of the Current Building
  • Reasons to Be Optimistic After Brexit
  • Crossword
  • Recipe: Creamy Berry Smoothie

» July 2016

  • Let’s Get Smart About Our Health
  • What Is Fiduciary Advice?
  • Zucchini ‘Noodle’ Salad

» June 2016

  • How Seniors Can Get More Out of Their Charitable Donations
  • Magic, Education, and Camaraderie!
  • Consider Adding One Supplement to Your List

» May 2016

  • Why Should You Diversify?
  • How Often Should You Weigh Yourself?
  • Recipe: Southwestern Turkey Chili

» April 2016

  • Important Updates on Recent Changes to the Social Security Rules
  • Retirement Account Beneficiary Designations - The Devil is in the Details
  • The 4 Percent Rule - Can You Still Count on 4 Precent as a Safe Withdrawal Rate?
  • Recipe: Sweet Potato and Kale Patties

» March 2016

  • My Well-Diversified Portfolio Underperformed the S&P Last Year
  • Would You Do Me and Your Friends/Colleagues This Important Favor?
  • One-on-One Training Done Right

» February 2016

  • Roth IRA Conversions Early in 2016 Present Potential Advantages
  • Another Lesson From Toronto — Time Management
  • 2016: Ten Predictions to Count On
  • Critical for married couples between 62 and 70!

» January 2016

  • Lessons Learned in Toronto
  • Secondhand News
  • Lange Family Announcements
  • A New Idea for a Moisturizer
  • A Considerate and Helpful Gift from You to Your Colleagues
  • Just a Few Months Left Until Apply & Suspend is Gone Forever...
  • Recipe: Crustless Asparagus Quiche

» December 2015

  • The Power of Pen and Paper
  • Unhealthy Attachments
  • The Myth of Multitasking
  • Recipe: Chicken With Oven-Roasted Tomatoes
  • Emergency Social Security Audio Presentation Now Available!

» November 2015

  • Social Security Changes that Could Cost Your Family Tens or Hundreds of Thousands of Dollars, Unless...
  • Your 2015 Year-End Tax Report is Ready
  • What Exactly is Organic Gardening?
  • Recipe: Clean Cobb Salad

» October 2015

  • Should Investors Sell After a "Correction"?
  • That's Mulch Better: How to Grow a Fabulous Garden
  • How the Body Celebrates the Change of Seasons
  • Fall Recipe: Gremolata with Almonds

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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