Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Matt Schwartz, JD
Matt’s technical ability and 18 years of experience have been great assets to the Lange Financial Group, LLC. His excellent service, professionalism, level of detail, and friendly demeanor are all evident when working with him.
Matt is well versed in issues involving Roth IRAs and Roth IRA conversions. He has a gift for math, quantitative thinking and strategic thinking which has benefited our clients over the years.
The Lange Money Hour episodes with this guest:
Episode 204, October 18, 2017
The Best Estate Plan for Married Couples, Lange’s Cascading Beneficiary Plan, with Attorney Matt Schwartz
Listen to MP3
A Discussion About Trusts with Special guest Matt Schwartz
Listen to MP3
A Guide to Getting the Most out of What You’ve Got
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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.