Pay Taxes Later: Expert Strategies for Lasting Financial Security

Thank you to all who attended our October 21st webinar series!

Should You Stay in the Market if You Think Trump’s Chaotic Policies Will Tank the Economy?
(with Burton Malkiel)

Long-Term Planning in the Face of Economic Uncertainty
Featuring Our Special Guest: Burton Malkiel, Princeton Professor of Economics, Emeritus and Author of A Random Walk Down Wall Street

A Random Walk Down Wall Street, 13th Edition was published in 2024. It has sold more than 1.5 million copies and has been translated into nine languages. It is widely regarded as one of the most influential books in the history of the field of investment management.

Webinar Replays will be delivered to registrants and attendees as soon as they are ready!

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The Lange Report September 2025

Experience and Wisdom vs. The Latest and Greatest

Wisdom meets innovation! Join James Lange as he interviews legendary financial minds Bill Bengen and Burton Malkiel on October 21st. Discover how experience and fresh thinking combine to shape smarter retirement strategies.

Click the button below to read this month’s issue.

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About CPA, Attorney & Author James Lange

James Lange

CPA/Attorney

Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He has authored 10 best-selling books. A well-known Roth IRA expert, Jim authored the first peer-reviewed article on Roth IRAs in 1998 which was published in AICPA’s journal, The Tax Adviser. He has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com.

Knowledge is Power

Jim Lange’s best-selling books give you the tools to retire securely, minimize taxes, and provide for your loved ones.

Click Here For The Complete Catalog

Some of Jim’s books have become classics endorsed by the country’s top experts. Retire Secure! was endorsed by Charles Schwab, Larry King, Jane Bryant Quinn, and 50 other experts; The Roth Revolution, endorsed by Ed Slott and Robert S. Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs, endorsed by Larry Kotlikoff, Jonathan Clements, and Paul Merriman; The Retirement Plan Owner’s Guide to Beating the New Death Tax, endorsed by Burton Malkiel and Larry Swedroe; Retire Secure for Professors and TIAA Participants, endorsed by Roger Ibbotson and Stephan R. Leimberg, Esq.; and Retire Secure for Parents of a Child with a Disability endorsed by Tatyana McFadden and James M. Dahle, MD.

Ready to take the next step?

Want to face the future with confidence knowing that you are taking the right steps to get the most out of what you’ve got?

For qualified prospective clients who are seriously interested in working with us in an assets-under-management capacity or in engaging us to develop your Masterplan on a fee-for-service basis, the first step toward your Financial Masterplan is a complimentary Retire Secure Initial Consultation.

To see if you qualify for a free consultation call our office at 412-521-2732 or complete the appointment request form at here.