Recommended Reading

Jim Lange’s 2017-2018 Tax Planning Card
There have been profound changes to the tax rates in the upper income brackets. Please look at the good news for married couples and individuals who fall into the new 24% bracket (first chart on the right, for 2018). I doubt these low rates will last forever — maybe not even another four years. Do low rates followed by higher rates suggest anything to you? A gold star if you thought Roth IRA conversions. A conversion may make great sense while the rates are low. You may be able to create tax-free income for you and your family for generations at the lowest tax rates ever.

2017 Year-End Tax Tax Planning
The Republican tax bill has passed and immediate action is required to cut your taxes. This newsletter will concentrate on the actions individual taxpayers can take between now and year-end to reduce their taxes. This is the most important year-end tax letter that we have ever sent because it has the most opportunities to cut your taxes then previous years.

The Great Papers Debate: Which Ones Should You Keep and for How Long?
Sort out which important documents you should be keeping and how long you should be keeping them.

Turning Lemons into Lemonade: Tax-Loss Harvesting
For many taxpayers, tax-loss harvesting is the single most important strategy for reducing taxes now and in the future.

The Most Effective Way for IRA Owners Age 70 ½ and Older to Give To Charity Using the New Tax Law
For IRA owner aged 70 ½ or older, discover the best charitable giving strategy for 2006 and 2007.

Most important article describing estate planning for individuals with significant IRAs or retirement plans. As appeared in the March 2001 issue of Financial Planning magazine, Copyright 2001 by Thomson Financial Investment Marketing Group.

Roth IRA Conversions – An Aggressive Strategy

“Lange’s Cascading Beneficiaries Plan:” The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan
as mentioned by Jane Bryant Quinn.

Retirement Planning for IRA Owners and 401(k) Participants
The most important article for those with significant retirement plan accumulations.

Retirement Planning for Physicians

Family Limited Partnerships
FLPs serve as an attractive estate-planning tool for wealthy individuals.

Roth IRA Articles

The Roth IRA: An Excellent Choice for Most Investors

The Value of a Roth in an Estate
A Roth IRA has the potential to provide a great source of wealth for the owner and his/her heirs.

Roth IRAs:  Accumulating Tax-Free Wealth
Definitive, peer-reviewed article on Roth IRAs and Roth IRA conversions. Adapted from an article appearing in the May, 1998 issue of The Tax Adviser. Copyright © 1998 by the American Institute of Certified Public Accountants, Inc.

Time May be Running Out to Recharacterize Your Roth IRA Conversion

Death of the Stretch IRA

Stretch IRA Articles, Videos and Blog Posts

Advanced Articles for Savvy Readers and Financial Professionals

After-Tax Assets in Qualified Retirement Plans-New Opportunities
Exceptional Opportunity for Tax-Free Growth.

“Lange’s Cascading Beneficiaries Plan:” The Ideal Solution for Naming Beneficiaries to Your IRA and/or Retirement Plan as mentioned by Jane Bryant Quinn.