Dates to be announced!

Past performance is no guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. Indexes are not available for direct investment.

Prepare Yourself for the Best Retirement and Estate Planning Information

Wouldn’t it be great to know you were taking the right steps to protect your and your family’s financial security? These online workshops will provide the roadmap you need to navigate the retirement and estate planning pitfalls and opportunities that you now face. 

Why listen to me? In a nutshell:

  • Author, Retire Secure for Professors, which has received glowing testimonials from your peers.
  • Author of multiple relevant peer-reviewed articles.
  • Author of eight best-selling financial books focusing on IRAs and retirement plans.
  • Our office has 632 college faculty clients, and I have served professors as a tax, estate, and financial planning consultant for a period of almost 40 years.
  • My expert advice has been cited 36 times in The Wall Street Journal.
  • Veteran presenter (with over 30 years’ experience) for college faculty and other audiences.

My team and I team put together what we think is the most relevant, important, and best information, much of it original, for professors. We have developed three 2-hour online workshops along with a 2-hour Q&A online workshop. We implore you to at least scan this invitation and attend one, or preferably several, of the scheduled sessions.

 

About James Lange, CPA, Attorney, and Registered Investment Advisor

For the past 35 years, Jim Lange’s CPA firm, retirement and estate planning law firm, and registered investment advisory firm has served 632 professors providing a combination of tax, legal, and advisory services.

Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He has written eight best-selling books. He is also the author of Retire Secure for Professors: Maximizing and Protecting Your TIAA, IRAs, and Other Retirement Assets.

Jim wrote the first peer-reviewed article regarding Roth IRA conversions published in The Tax Adviser in 1998, the first of many peer-reviewed articles. He is also a regular contributor for Forbes.com and Retirement Daily.

Jim is the originator of Lange’s Cascading Beneficiary Plan, the best estate plan for most professors.

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, Roger Ibbotson, and 50 other experts; The Roth Revolution, endorsed by Ed Slott, and Bob Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs, endorsed by Larry Kotlikoff, Jonathan Clements, and Paul Merriman; and The Retirement Plan Owner’s Guide to Beating the New Death Tax, endorsed by Burton Malkiel, Larry Swedroe, and Stephan Leimberg.

Valuable Bonus Gifts: Your FREE When You Attend Any Online Workshop!

To claim your bonus gifts, register above and attend our online workshops.

Bonus 1: An Advance Reader Copy of Jim’s new book, Retire Secure for Professors.

Bonus 2: A hardcover copy of Retirement Plan Owner’s Guide to Beating the New Death Tax.

Bonus 3: A digital copy of Jim’s flagship book, Retire Secure!

Bonus 4: A digital copy of The $214,000 Mistake: How to Double Your Social Security and Maximize Your IRAs.

Experts Praise Jim’s New Book, Retire Secure for Professors

(All reviews are for Jim’s book, not his services)

“Few in the legal or accounting profession have the technical grasp on the complexities of the tax laws as Jim Lange. Fewer still have Jim’s ability to distill that labyrinth and morass of information into an intelligible format that is also “actionable,” i.e., simplified to the point where it is both understandable and can be put to immediate use. As a retired tax law professor, I appreciate, applaud, and highly recommend Retire Secure for Professors. This may be the finest investment in your financial future you will ever make!”

Stephan R. Leimberg, Esq., Publisher, Leimberg Information Services, Inc. (LISI)

“As a physician, I’m jealous that there is a Retire Secure specifically designed for professors but not one for doctors. The entire Retire Secure series is the perfect nuts and bolts guide not only to saving for retirement but also to spending from that nest egg in retirement.”

James M. Dahle, MD, Founder of The White Coat Investor

“In a world where facts and data are assaulted, Retire Secure for Professors is a trusted source of information on which professors can rely. Jim’s analysis is like Moneyball for professors’ retirement and estate planning.”

Nicole L. Maholtz, President and CEO, Brentmark

“James Lange’s book, Retire Secure for Professors, is not only relevant to professors but is applicable to a broad audience of IRA and retirement plan owners. Jim’s insight and wisdom will be incredibly helpful in understanding the tax law regarding IRAs and retirement planning and is a must for advisors.”

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

“Whether you are a professor or not Jim Lange’s book, Retire Secure for Professors, is a retirement planning MUST read. Jim masterfully shows you how to integrate estate tax, income tax planning, and insurance planning into a “financial master plan.” Plus, he offers strategies for tax-efficient gifting to heirs and charities. With his help you can minimize taxes, leave the most to your heirs and favorite charities—and the least to Uncle Sam. And NO ONE does it better. He provides easily understood examples that demonstrate the benefits of his recommended strategies.”

Larry Swedroe, Author of Your Complete Guide to a Successful and Secure Retirement and 17 other investment books.

Past performance is no guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. Indexes are not available for direct investment.