Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Joe Hurley, CPA
Savingforcollege.com was founded in the Spring of 2000 by Joe Hurley, a mild-mannered certified public accountant in Pittsford, New York who, not unlike Harry Potter, found himself delving ever deeper into the strange and mystical world of 529 plans since first discovering their existence in 1997. That discovery occurred with the signing of the 1997 Taxpayer Relief Act, which made major revisions to the rules surrounding 529 plans. Joe immediately recognized the new Section 529 as one of the most remarkable tax provisions in the Internal Revenue Code and worthy of a book-writing effort.
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.