Advice for Specific Groups

Advice for Specific Groups

Advice and 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 and other relevant topics.

Women

Women Don’t Ask: How Married Women Can Advocate for their Own Financial Protection with Dr. Linda Babcock
Listen to MP3 | Read Show Transcript


Kim Kiyosaki: Helping Women Gain Financial Control
Listen to MP3 | Read Show Transcript


The 7 Secrets for a Successful Retirement for Women with Jan Cullinane
Listen to MP3


Financial Advice for Women with Eleanor Blayney, CFP
Listen to MP3


Women and Money with Patricia Annino, AEP
Listen to MP3 | Read Show Transcript


Women & Estate Planning with Deborah L. Jacobs, JD
Listen to MP3


A Woman's Advice for Women Investors with Barbara Stanny
Listen to MP3 | Read Show Transcript

 

Same-Sex Couples

Retire Secure! for Same Sex Couples
Listen to MP3 | Read Show Transcript


Sexual Orientation and the Law with Anthony Infanti
Listen to MP3 | Read Show Transcript


Married vs. Unmarried New Assets Available for Retirement Years
Watch Video


Benefits of Same-Sex Marriage & IRA Distributions
Watch Video


IRAs and Retirement Plans for Same-Sex Couples
Watch Video


New Laws & Why Same-Sex Couples Should Get Married
Watch Video


DOMA Tax Implications for Married PA Same-Sex Couples
Watch Video


Financial Planning for Same Sex Couples after DOMA Ruling
Watch Video


Why Same Sex Couples Should Get Married
Watch Video


The Demise of Federal DOMA
Read Article (PDF)


Chapter 3: Same-Sex Couples and Social Security Benefits (applies to all couples, goes into great detail on the coordination of benefits and conversions)
Read Article (PDF)


The Total Return Trust: Providing for your Partner in Same-Sex Relationships
Read Article


Optimizing Social Security Benefits for Unmarried or Same-Sex Couples
Read Article (PDF)


Optimizing IRAs and Retirement Plan Distributions: Can marriage make a difference in your wealth?
Read Article (PDF)

 

Minor, Special Needs Individuals, and Challenging Beneficiaries

Taking a Closer Look at Q-Tip, Revocable, Minor & Charitable Trusts with Tom Crowley, MBA
Listen to MP3 | Read Show Transcript


Trusts for Adult Beneficiaries
Watch Video

 

Seniors

Services Available for Pittsburgh’s Seniors with Maxine Horn
Listen to MP3 | Read Show Transcript


Available Resources for Pittsburgh Seniors: Where To Turn For Help with Maxine Horn
Listen to MP3 | Read Show Transcript


Roth IRAs Conversions for Seniors
Watch Video


Death Bed Roth IRA Conversions
Watch Video

 

Professors and University Faculty

What is a Trust? The Basics
Watch Video


How to Get Your Money Out of TIAA-CREF
Watch Video


CREF Options at Retirement
Watch Video


Accumulation within TIAA-CREF & Vanguard
Watch Video


The Best Retirement and Estate Plan for University Faculty
Read Article

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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