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Retirement and Estate Plan Book NEW BOOK
The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA Including How to Protect Your Nest Egg from the Pending “Death of the Stretch IRA” Legislation

“If you have a substantial IRA – YOU MUST READ THIS BOOK. The information contained could be life changing for you and your beneficiaries.”

   -Burton G. Malkiel, author of A Random Walk Down Wall Street

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RADIO SHOW

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Current Podcast and Transcript

Episode 186 –Second Home Planning with Attorney Dan Penning

Our guests include experts like Ed Slott, John Bogle, Bob Keebler, Natalie Choate, Charles Ellis, Barry Picker, and Jane Bryant Quinn.

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WORKSHOPS

Upcoming Workshops

Saturday, June 24, 2017
Tuesday, June 27, 2017

  • Who Says You Can’t Control From the Grave? Using Trusts to Protect Your Family
  • Stop Pending Changes in Tax Laws from Taking Up to 1/3rd of Your IRAs and Retirement Plans
  • What Makes More Money: The S&P 500 or Active Money Managers?

» More Information | Registration

» Videos: Educational workshops can be fun!

 

What Would You Like To Learn About?

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    Be prepared for April 15th with tips and advice from the Lange Financial Group’s tax professionals!

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    For the Next Generation (Beneficiaries)

    Be prepared for when you’re gone by establishing guidelines to protect and benefit your family.

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    Advice for Specific Groups

    Are you a woman, LGBT, a minority, or a university professor? We have some advice here, tailored just for you, to help you decide what is best for you and your family.

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