Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Julie Jason, JD, LLM
Julie Jason, JD, LLM, is the author of six books including her latest, Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad, which won the 2012 EIFLE Award (Excellence in Financial Literacy Education), 2012 Axiom Business Book Award, and The National Best Books Award for Personal Finance.
Julie’s award-winning weekly newspaper column is in its 15th year of publication and appears in 4 CT newspapers and was recently syndicated by King Features. More than 20 years ago, Julie co-founded Jackson, Grant Investment Advisers, Inc. of Stamford, CT, providing personal portfolio management services to a select high net worth clientele. Before that, she served as an assistant general counsel of a major broker-dealer, president of its managed futures subsidiary, and president of its trust company.
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.