Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Barry Picker, CPA/PFS, CFP
Barry C. Picker, CPA/PFS, CFP® is a Certified Public Accountant with the Personal Financial Specialist designation from the AICPA. He is also a Certified Financial Planner licensee, and has a Masters of Science in Taxation from Pace University. Barry is a member of the New York State Society of CPA’s Estate Planning, Employee Benefits, and Personal Financial Planning Committees and has written numerous articles and taught seminars on tax and IRA related topics.
He has appeared on radio and television and has been quoted in numerous publications, including Fortune, Worth, The Wall Street Journal, Investors Business Daily, New York Times, and Newsweek. Barry is the author of Barry Picker’s Guide to Retirement Distribution Planning and the Technical Editor of 100+ Roth IRA Examples & Flowcharts.
The Lange Money Hour episodes with this guest:
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.