"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
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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.
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Protecting Your Assets in Case You Find Yourself in Court
The Wall Street Journal, October 17, 2007 |
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Families Rethink Their Estate Plans --- With the Fate of the Federal Tax Still Up in the Air, Advisers are Telling Clients to Stay Flexible; When to Use a 'Disclaimer,'
The Wall Street Journal, October 10, 2007 |
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Don’t Qualify for a Roth IRA?
The Wall Street Journal, March 28, 2007 |
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Many Happy Returns: How to Trim Taxes as You Age
The Wall Street Journal, March 14, 2007 |
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Liability Insurance for Small Business
The Wall Street Journal, October 24, 2006 |
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Trimming Your Taxes: Why Roth 401(k)s Often Beat Conventional 401(k) Plans
The Wall Street Journal, September 6, 2006 |
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Before Rushing to Convert An IRA, Read This
The Wall Street Journal, July 9, 2006 |
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Inheritance Planning Without Grief: Financial Firms Launch Services To Navigate the Obstacles; ‘Disclaiming’ Makes Sense?
The Wall Street Journal, May 27, 2006 |
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Good Form: Using Your Tax Return to Bolster Your Investment Performance
The Wall Street Journal, March
29, 2006 |
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Roth or Traditional IRA: How to Choose
The Wall Street Journal, March
26, 2006 |
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Beyond 401(k): How to Bolster Your Prospects for a Secure Retirement
The Wall Street Journal, February
1, 2006 |
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Five
Strategies for Helping Your Parents - And Getting More From
Their Estate
The Wall Street Journal, January
18, 2006 |
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Credit-Card
Debt and Student Loans: Dodging the Hazards of Post-College
Life
The Wall Street Journal, December
7, 2005 |
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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 |
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Keeping
It in the Family: Protecting Your Money From Your Daughter-in-Law
The Wall Street Journal, November,
16, 2005 |
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Managing
Retirement, After You Really Retire
The New York Times, October
16, 2005 |
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What
to Leave Behind: Choosing Assets That Will Benefit Your Kids
the Most
The Wall Street Journal, June
29, 2005 |
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High
Court Rules IRAs Untouchable - Unanimous Decision Means Retirement
Savings Are Protected From Creditors
The Wall Street Journal, April 5,
2005 |
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Beating
the Taxman in Retirement: A Guide to What to Withdraw and When
The Wall Street Journal, February
23, 2005 |
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Mimic
the Rich - How to Minimize Taxes And Control Your Estate Without
Trusts
The Wall Street Journal, September
22, 2004 |
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Rolling
Over Your 401(k) Into an IRA Can Boost Returns and Trim Your
Taxes
The Wall Street Journal, August
18, 2004 |
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Giving
Adult Children Financial Help Without Undercutting Their Ambitions
The Wall Street Journal, June
16, 2004 |
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Five
IRA Rollover Mistakes That Can Crack Your Nest Egg
The Wall Street Journal, June
10, 2004 |
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To
Afford Retirement, Cut Your Taxes, Fire Your Broker, And Get
a Part-Time Job
The Wall Street Journal, June
2, 2004 |
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Cutting
a Deal With Your Kids - One Way to Fund Retirement and Slash
Taxes
The Wall Street Journal, April
28, 2004 |
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Navigating
the Estate Tax
The Wall Street Journal, April
1, 2004 |
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As
Cost of Child Care Rises Sharply, Here's How Some Families Are
Coping
The Wall Street Journal, October
21, 2004 |
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Converted
to a Roth and Regret It? There's Time to Undo the Damage
The Wall Street Journal, September
19, 2003 |
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No
Longer Eligible for a Roth? Try Lowering Your Income
The Wall Street Journal, February
27, 2003 |
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