James Lange


James Lange, CPA and attorney is the president of Lange Financial Group, Lange Accounting Group, and Lange Legal Group in Pittsburgh, Pennsylvania.  He is a nationally recognized IRA, Roth IRA Conversion, and 401(k) expert, speaker, and best-selling author of retirement and estate planning books including: Retire Secure!The Roth Revolution, and Retire Secure! for Same-Sex Couples.  In addition, Jim has written articles and been widely cited in Kiplinger’s, Forbes, The Tax Adviser, Financial Planning, and has been quoted by The Wall Street Journal 32 times.  

Mitigating the Death of the Stretch IRA 1
Here are two promising solutions using tax-free income that your clients can act on before the stretch goes away.
Using Tax-Free Income to Prepare For the Death of the Stretch IRA  1
James Lange provides two solutions that clients should consider before the law changes: Roth IRA conversions and life insurance.
Preparing for the Death of the Stretch IRA 
James Lange suggests alternatives to the commonly used practice.
Optimizing IRAs and Retirement Plan Distributions 
James Lange explores what happens to retirement plans and individual retirement accounts when a couple marries
Optimizing Social Security Benefits for Unmarried Couples 1
If you have unmarried (same-sex or opposite-sex) clients who are in long-term committed relationships, you can add enormous value to your services by advising them of the financial advantages and disadvantages of getting married.
Industry Insights with James Lange
James Lange offers some retirement planning advice for same-sex couples
Industry Newsletters
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