Video Resources from James Lange, Esq, CPA

Video Resources

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Can a Charitable Remainder Unitrust Protect Your Heirs From the New IRA Tax Rules?
Length: 11:38
The Nitty Gritty Details of the Stretch IRA
Length: 11:05
Exceptions to the Death of the Stretch IRA
Length: 7:29
What is The Death of the Stretch IRA?
Length: 8:55
Workshop: The Death of The Stretch IRA
Length: 4:30
Workshop: Using Stretch IRAs to Preserve Wealth
Length: 2:27
Workshop: Who Should Be Your Executor?
Length: 4:34
Workshop: Lange's Cascading Beneficiary Plan
Length: 5:11
Workshop: How Are Required Minimum Distributions Calculated?
Length: 2:49
Workshop: The Importance of Transferring Assets to a Trust
Length: 2:49
Workshop: How Often Should You Review Your Wills & Trusts?
Length: 2:03
Beware of Fighting the Last War (with John Bogle)
Length: 5:47
There is No Escaping Risk (with John Bogle)
Length: 4:08
Simple Rules for Investment Success (with John Bogle)
Length: 3:24
Time is Your Friend, Impulse is Your Enemy. (with John Bogle)
Length: 5:20
“Don’t do something, just stand there!” (with John Bogle)
Length: 5:32
The Cause of the Recession and How to Fix It (with John Bogle)
Length: 9:21
The 10 Gatekeepers of our Financial System (with John Bogle)
Length: 6:47
Conflict of Interest in Our Broken System (with John Bogle)
Length: 3:10
What Hurts the Everyday Investor Now? (with John Bogle)
Length: 2:30
A Loser's Game (with John Bogle)
Length: 1:53
Investment vs. Speculation (with John Bogle)
Length: 4:12
John Bogle on the Value of Having an Advisor
Length: 1:16
Don't go through the hassle of revisions!
Length: 2:40
Is your will still relevant?
Length: 2:00
Will Not Understanding the New Estate Tax Laws Impact Your Estate?
Length: 2:27
How to Take Advantage of the New Gift Tax Exemption
Length: 1:58
Are you saving for college?
Length: 1:56
Should Personalty Assets Be Included in your Will?
Length: 2:40
The Benefits of Flexible Estate Planning
Length: 2:00
How You Should Respond to Estate Tax Reform
Length: 2:27
The Tax Benefits of Gifting - The Nitty Gritty
Length: 1:58
The Best Way to Educate Your Grandchildren
Length: 1:56
The Problems with Traditional Estate Plans
Length: 7:04
The Best Ways to Accumulate Money While Still Working
Length: 3:04
Setting Up Your own 401(k) Plan
Length: 4:14
The Possible Pitfalls of Roth IRA Contributions
Length: 2:20
Lower Tax Brackets = Better Roth IRA Conversion Benefits
Length: 2:50
A Real-Life Deathbed IRA Conversion Story
Length: 2:41
The Impact a Roth IRA Conversion has on Heirs
Length: 4:05
Jim’s Own Roth IRA Conversion Story
Length: 2:30
The Essence of Roth IRA Conversions
Length: 2:45
"The Secret" is Purchasing Power
Length: 5:54
The Best Years to Make a Roth IRA Conversion
Length: 0:33
Qualifying the Advantages of Roth IRA Conversion
Length: 0:57





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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