Retirement Planning

Retirement Planning

Retirement planning resources at your fingertips!

Browse our sub-topics below to watch, listen, or read more about your subject of interest. Interested in more? Swing over to our blog to for more information about retirement planning.

Specifically designed for IRA Owners and 401(k) Participants

Retire Secure! with James Lange, CPA/Attorney, Best Selling Author
Listen to MP3 | Read Show Transcript


Jim Lange's Top Lessons for Planning a Secure Retirement with Barry Picker, CPA/PFS, CFP
Listen to MP3 | Read Show Transcript


Strategies for Protecting Your Retirement Assets with Bob Keebler, CPA, MST, AEP
Listen to MP3 | Read Show Transcript


Could this be the best estate plan for you?
Watch Video


The Roth 401(k) - and Why It is So Important
Watch Video


Annual Contributions Limits and Your Retirement Plan
Watch Video


Roth IRA Conversions and Your Own Personal 401(k)
Watch Video


The One-Person 401(k)
Watch Video


Retirement Planning - The Correct Spending Order
Watch Video


Planning for IRA Owners and 401(k) Participants
Read Article


Preparing for the Death of the Stretch IRA
What savvy financial professionals can do to protect their clients’ retirement savings
Read Article (PDF)

 

Lange’s Cascading Beneficiary Plan

Lange's Cascading Beneficiary Plan
Listen to MP3 | Read Show Transcript


Could this be the best estate plan for you?
Watch Video


The Ideal Solution: Lange’s Cascading Beneficiary Plan with Disclaimer Options
Read Article

 

Does marriage make a difference in your retirement planning?

The Financial Benefits of Marriage
Listen to MP3 | Read Show Transcript


Married vs. Unmarried Net Assets Available for Retirement Years (applies to all couples)
Watch Video


Why Its Impossible to Predict Estate Taxes
Watch Video


Chapter 11 of Retire Secure: A Guide to Getting the Most Out of What You’ve Got
Read Article (PDF)

 

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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