Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Deborah L. Jacobs, JD
Deborah L. Jacobs is a lawyer and award winning journalist specializing in legal topics. In her best-selling book, Estate Planning Smarts, she draws on 17 years of writing about the stressful issues that surround estate planning. Her articles for The New York Times, Bloomberg Wealth Manager, Forbes, BusinessWeek and many other publications have been widely cited and circulated by both advisers and consumers. Readers appreciate her clear, concise explanations of complex subjects and her ability to combine real-life stories with reassuring, practical advice.
The Lange Money Hour episodes with this guest:
Episode 46 – Women & Estate Planning with guest Deborah L. Jacobs, JD
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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.