Tax Planning

Tax Planning

Tax 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 tax planning.

How does proper tax planning save me money?

Secrets of a Former IRS Attorney with Sandy Botkin, CPA, Esq.
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Fear of Incurring Capital Gains Tax
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Understanding the Gift Tax
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How can I estimate my own income taxes?

Jim Lange’s 2016-2017 Tax Planning Card
View Tax Card (PDF)


What happens when you make a mistake on your Roth IRA conversions?

Roth IRA Conversion Strategies from the Horse's Mouth with Elaine Floyd, CFP
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Roth IRA Recharacterization
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Roth IRA Recharacterization – The ‘Undo’ Button
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Roth IRA Conversions: An Aggressive Strategy
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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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James Lange, CPA Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker Training Your Financial Advisors on the Latest, Cutting-Edge Roth IRA Conversion Strategies Jim Lange - Now Available to Train YOUR Team

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