The Lange Report Newsletter
- How to Increase Your Income Without Raising Your Taxes
- Save these Dates! June 18, 19, and 20, 2024 - Celebrity Speaker: Tatyana McFadden, Champion Paralympic Wheelchair Racer
- Specific Steps That You Should Implement Now - FREE Educational Webinars - Thursday, April 18, 2024
- Why is Jim Getting Ready to Go to Las Vegas?
- A Quick Book Update, Retire Secure For Parents of a Child with a Disability
- Retire Secure For Parents of a Child with a Disability - A Virtual Summit on Zoom - Monday, Feb 12, 2024
- Get Out of the Cold and Into the Warm Sunshine
- Jim's Latest Book, Retire Secure For Parents of a Child with a Disability
- Retire Secure for Professors and TIAA Participants - 3 Webinars, Jan 30th, 2024
- The Most Meaningful Work of My Life. Will You Help?
- 2023 Year-End Tax-Planning Strategies
- 2023-2024 Tax-Planning Card
- Recipe: Taco Salad with Flank Steak
- Will You Be Our Champion?
- Our Next Big Thing: Coming January 2024 - Retire Secure for Parents of a Child with a Disability
- Upcoming Live Webinars - Tuesday, December 5th, 2023
- A Tale of Two Books
- Upcoming Live In-Person Workshops
- Cindy and Jim Celebrate their 30th Anniversary!
- Who Gets What? Maximizing Bequests to Charity & Children with Different Financial Needs
- Secure Your Financial Future – a Must-Read Coming Soon!
- Roth IRA Conversion Possibility for Non-Spouse Beneficiary
- Recipe: Bell Pepper Mini Quiches
- My Father-in-Law, Walter... a Continuing Inspiration
- Workshop News
- A Book for Parents of a Child with a Disability
- It's almost here. A Book Update
- Sudoku
- Recipe: Greek Salad with Spanish Mackerel
- The Value of Friendship
- Live In-Person July 2023 Workshops: Details & Registration
- How You Can Benefit from Our Latest and Best Book
- Upcoming In Person Workshops
- Join Our Book Launch + Read Chapter One
- Jim Lange is Featured on The White Coat Investor Podcast
- Special Advisory Report for Parents of a Child with a Disability
- Asking for a Favor
- Lange Employee Spotlight - Jeremy Bucklew
- Strategies for the Retirement Years
- Special Advisory Report for Parents of a Child with a Disability
- Physicians Wellness & Financial Literacy Conference
- Exclusive Interviews with Burton G. Malkiel
- Recipe: Tandoori Shrimp with Indian-Spiced Cabbage
- January Light Poem
- Sudoku
- SECURE 2.0 Helps You Shift from Taxable to Tax-Free Savings—But Your Employer Must Change Retirement Plan Documents to Allow the Option
- February 2023 Webinar Invitation
- Jim Interviews The Esteemed Burton Malkiel
- Tax-Savvy Million-Dollar IRA Owners Celebrate Passage of SECURE Act 2.0
- SECURE Act 2.0 Summary for IRA and Retirement Plan Owners
- Retirement Farewell Message
- 2022 Year-End Tax-Planning Strategies
- Roth IRAs and Inflation
- New IRS Notice Regarding Inherited IRA Distributions and How You Should Respond
- Social Security Benefits Increase
- Lange Financial Group Position Openings
- Sudoku
- For Parents of a Child With a Disability
- Big News
- Media Articles
- Upcoming Book
- Sudoku
- The Most Personal Thing I've Ever Written
- Recipe: Chicken With Oven-Roasted Tomatoes
- Sudoku
- Roth Conversions while the S&P is Down 15.57% Year to Date?
- July 2022 Webinars
- The Well-Designed Life
- Invitation to Join Our Launch Team
- Proposed Regulation of the SECURE Act Make Roth IRA Conversions More Important Than Ever
- Sudoku
- What Do 1,000 Doctors Want You to Know?
- May 2022 Webinars
- Meet Jen Hall
- Sudoku
- Wealth Preservation Solutions for Million-Dollar IRA Owners: The Best Estate Plan, Roth IRA Conversions, Investment Strategies, & More
- Welcome Dominic Bonaccorsi, CPA, CRPC
- Free At-Home COVID Tests
- Sudoku
- Foreword: Retire Secure for Professors by Burton Malkiel
- The Power and Importance of Earning Testimonials for A Book
- WCI Conference Announcement
- Lange Financial Group Employee Spotlight
- Ratatouille with Roasted Chicken
- Upcoming Webinars for Professors
- What I Learned From COVID
- 2021 Year-End Tax Planning Strategies
- The 7 Habits of Highly Effective People
- Habits are Destiny
- Upcoming Webinars
- Year-End Tax Planning Strategies
- Sodoku
- Lange's Pumpkin Patch
- Investing In Happiness
- Recipe: Filet Mignon with Garlic Sauce and Roasted Tomatoes
- Sodoku
- Spend the Right Money First When You Retire (Including a New Wrinkle in Our Bedrock Principle)
- Help Us Grow! Seeking Qualified CPAs
- Almond Chicken Salad
- Sudoku
- New Book Coming Soon
- Upcoming Webinars
- Webinars and Distance Learning
- Oops My Bad, With A Sincere Apology
- Money Can Buy Happiness
- Home to Combine Great Coffee and Convenience
- Sudoku
- Employee Spotlight: Bryan Tann
- Asset Location and How You Should Invest Different Assets in Different Tax Environments
- Upcoming Virtual Events
- Current Trends in the Million-Dollar IRA World
- Personal News from James Lange
- CPA Wanted
- Recipe
- Employee Spotlight: Welcome Edmund Montoya!
- The Biggest Financial Mistake You Could Be Making Right Now and How To Fix It
- Upcoming Webinars!
- Recipes
- Sodoku
- Roth Conversions and the Effects of Medicare Income-Related Monthly Adjustment Amounts (IRMAA)
- Upcoming Webinars!
- Sodoku
- A Guide to Tax-Savvy Charitable Bequests
- Upcoming Webinars!
- Jim on Bill Flannagan
- What’s Going On at the Office and With The Langes?
- Alice Davis to Retire at the End of the Year
- Upcoming Webinars!
- 2020 Year-End Tax Planning Report
- Stem Cell Update
- Two Perfect Days at The Grand Canyon
- Why Your Clients Need to do Roth IRA Conversions Before Year-End
- Upcoming Webinars!
- Socially Responsible Investing
- KN-95 Mask Update
- Critical Year-End Strategies
- Webinar Announcements
- Doing Our Best to Help Combat COVID-19
- Investing in Social Good is Finally Becoming Profitable
- Your Notes of Gratitude Are Appreciated
- Offering You…FOUR Different FREE Webinars this September
- Sudoku Puzzle
- Tomatillo Chicken Recipe
- Protect Your Family's Financial Security: Read Jim's New Book
- A Story of Snowballing Masks
- Ginger-Lemon Chicken with Spinach
- Socially Responsible Investing and Charitable Giving Techniques
- The Benefits of Combined Strategies
- Roasted Garlic with Olive Oil and Rosemary
- Now Is The Best Time In History to Do a Roth IRA Conversion
- It's More Important Than Ever to Stay Connected
- In Response to COVID-19: Tax Savvy Actions to Take Now
- An Important Message From James Lange Regarding COVID-19
- Register Now For Our Highly Revelent Webinar: Tax Savvy Response to COVID-19
- More Important Than Ever To Stay Connected!
- Client Corner
- How Should You Respond to the Recently Passed SECURE Act?
- IRS Publishes Final Regulations Preventing Clawback of Large Gifts
- We're Hiring!
- February Sudoku Puzzle
- Recipe for Turkey Burgers
- Workshops for February 2020
- It's Here! Congress and the President Killed the Stretch IRA
- Finally, A New Year's Resolution You Can Keep - "I'm Going to Get My Financial House in Order"
- 2020 Workshop Information
- Client Corner - Roger Dannenberg
- Using the QCD Rules to Save Extra Money on Charitable Donations if You Are at Least Age 70 1/2
- Tax Planning Card and Year-End Tax Letter
- Pittsburgh Post-Gazette Recognizes the Value of Lange’s Year-End Tax Report and Qualified Charitable Distribution Rules Article
- 2020 Workshop Information
- Navigating the Complex and Ever-Evolving Medicare Maze to Optimize Choices & Minimize Costs
- 2019 Year-End Tax Planning
- We're Hiring!
- November Sudoku Puzzle
- Recipe for Blueberry-Nut Smoothie
- Employee Spotlight: John Montoya, Esq.
- Four Smart, Surprising Health Moves You Can Make Right Now – Part Two
- Workshop Invitation
- October Sudoku Puzzle
- Recipe for Asian-Spiced Salmon Cakes
- Employee Corner: Eric Emerson
- Four Smart, Surprising Health Moves You Can Make Right Now – Part One
- Free Workshops
- A Special Celebration of 100 Years - Alma Naomi Thomas Burgess
- The Most Unlikely Insurance Salesmen: Meet the Rolling Stones
- Free Workshops
- The Client Corner
- Soduko
- Recipe for Thai Chicken Noodle Soup
- Let's Test Your Knowledge
- Five Ways to Protect Your Financial Legacy from the SECURE Act
- Free Workshops
- Pet-Friendly Planning: Protecting Your Pet When You're Gone
- Introducing... John Montoya, Esp.
- House Overwhelming Passes Bill that Will Devastate IRA and Retirement Plan Owners
- Free Workshops
- Let's Test Your Knowledge
» May 2019
- Who Can You Trust For Healthcare Information?
- Free Workshops
- The Client Corner
- Let's Test Your Knowledge!
- New Trump Tax Laws Make 2019 The Best Year to Do a Roth IRA Conversion
- Free Workshops
- April Soduko Puzzle
- James Lange on The Morning Blend
- Jim Lange Featured in Forbes Magazine
- Workshop Invitation
- March Soduku Puzzle
- Recipe for Onion Leek Soup
- Let’s Test Your Knowledge
- John C. Bogle: An American Hero, 1929 - 2019
- Workshop Invitation
- Easy Steps You Can Take to Combat Hate Now
- Recipe for Spicy Roasted Peppers & Walnut Dip
- Let’s Test Your Knowledge
- Stem Cell Report: One Year Later
- Workshop Invitation
- Reduce Inflammation Through Diet
- Lauri Lang Recipe
- Sudoku
- Remembering Where We Were on October 27, 2018
- Charitable Giving, Good for You and Good for Others
- Hiring Help for Alice
- Recipe: Roasted Vegetable Lasagna with Ricotta Cheese
- Year-End Tax Planning by James Lange CPA/Attorney and Glenn Venturino CPA
- E Bikes: Cheating or Loads of Fun... Both!
- The Importance of Personal Umbrella Policies
- Live Big - Don't Let Inertia Get in the Way of your Travel Plans
- A Common-Sense Guide to Hearth Health
- Upcoming FREE Retirement Workshops
- The $214,000 Mistake: How to Double Your Social Security and Maximize Your IRAs Hit #1 in Nine Categories on Amazon
- Willpower Doesn't Work
- Sudoku
- Recipe: Roasted Vegetable Lasagna with Ricotta Cheese
- How You Can Help 100,000 Retirees Avoid Making a $214,000 Mistake
- Sudoku Puzzle
- Salmon Burgers with Pickled Radishes and Avocado
- Getting Serious About Your Happiness
- Speaking of Happiness…Consider a California Experience
- Striving to be the Best Influence
- A Point-by-Point Summary of the Whole Retirement & Estate Planning Process
- charity: water
- Recipe: Green Beans and Almonds
- Thinking About Your Next Winter Break? Consider Tucson, Arizona!
- Social Security Book Summary
- Sudoku
- Recipe: Bell Pepper Mini Quiches
- What Advice Would You Offer?
- Sudoku
- Recipe: Broiled Salmon with Almond-Dill Sauce
- Ethical Wills – A Way to Pass Along Wisdom & Values to Your Family
- 2018 Estate and Trusts: Tax Planning Considerations
- Sudoku
- Recipe: Cauliflower “Rice”
- For Clients Who Suffer from Inflammation and/or an Autoimmune Disease
- Happy New Year from all of us at Lange Financial Group!
- Sudoku
- Recipe: Chicken Salad in Endive Cups
- The Millennial Challenge
- Year-End Tax Planning and Lange’s Tax Planning Card
- Sudoku
- Money Can Buy Happiness!
- When Will The Death of the Stretch IRA Pass?
- KenKen Puzzle
- Recipe: Fennel Salad with Roasted Cod Fillets
- A Personal Look at: Stem Cell Therapy for Autoimmune Disease
- Lessons for the Next Crisis - The 10-Year Anniversary is Upon Us
- SOS: Save our Stretch! Stop the Sneaky Tax!
- Oh No, Not Another Book!
- Should Stock Investors Worry About Changes in Interest Rates?
- Sudoku Puzzle
- Recipe: Saturday Night Sushi
- A Fascinating Life
- Warning: New Driver! How to Protect Your Family with a Joint Trust Even after You're Gone
- Sudoku Puzzle
- Recipe: Cocoa-Almond Smoothie
- Fraud Alert: The IRS Will Not Call You to Threaten ANYTHING!
- What Does it Take to Turn a Dream into Reality?
- Investment Shock Absorbers
- Sudoku Puzzle
- Recipe: Roasted Salmon with Green Beans
- Pittsburgh Symphony Orchestra Members & Their Personal Recommendations for the New Season
- Sudoku Puzzle
- Recipe: Turkey Sausage Patties
- Focusing on Family & Friends
- A Question of Balance
- Sudoku Puzzle
- Recipe: Taco Salad with Flank Steak
- Digital Summit in Phoenix with Steve Wozniak
- KenKen Puzzle
- Recipe: Salmon Salad Wraps
- Tax and Retirement Planning Update for January 2017
- Embracing Technology
- Sudoku
- Read This ONLY If You Have More Than $450,000 in Your IRA - The Potential Tax Savings for You and Your Heirs Could be in the Hundreds of Thousands of Dollars!
- Don’t Fall in the Gap
- Sudoku
- Recipe: Asian-Style Beef Stew
- Settling in for the Long Haul!
- How to Respond to the Election
- Three Tips to Save Your Family Time and Money After You Pass
- Recipe: Swiss Chard with Pine Nuts & Scallions
- Aloha from Hawaii!
- It's not Rocket Science
- Crossword
- Recipe: Strawberry, Almond and Coconut Smoothie
- The Best Way to Spend Your Money
- Fraud Alert: The IRS Will Not Call or Leave a Message Threatening Anything...
- Crossword
- Recipe: Rosemary and Basil Grass-Fed Burgers/Meatballs
- Setting Yourself Up for Success
- A View From the Inside
- Crossword
- Lange Financial Group Takes Additional Space
on the Ground Floor of the Current Building - Reasons to Be Optimistic After Brexit
- Crossword
- Recipe: Creamy Berry Smoothie
- Lange Financial Group Takes Additional Space
- Let’s Get Smart About Our Health
- What Is Fiduciary Advice?
- Zucchini ‘Noodle’ Salad
- How Seniors Can Get More Out of Their Charitable Donations
- Magic, Education, and Camaraderie!
- Consider Adding One Supplement to Your List
- Why Should You Diversify?
- How Often Should You Weigh Yourself?
- Recipe: Southwestern Turkey Chili
- Important Updates on Recent Changes to the Social Security Rules
- Retirement Account Beneficiary Designations - The Devil is in the Details
- The 4 Percent Rule - Can You Still Count on 4 Precent as a Safe Withdrawal Rate?
- Recipe: Sweet Potato and Kale Patties
- My Well-Diversified Portfolio Underperformed the S&P Last Year
- Would You Do Me and Your Friends/Colleagues This Important Favor?
- One-on-One Training Done Right
- Roth IRA Conversions Early in 2016 Present Potential Advantages
- Another Lesson From Toronto — Time Management
- 2016: Ten Predictions to Count On
- Critical for married couples between 62 and 70!
- Lessons Learned in Toronto
- Secondhand News
- Lange Family Announcements
- A New Idea for a Moisturizer
- A Considerate and Helpful Gift from You to Your Colleagues
- Just a Few Months Left Until Apply & Suspend is Gone Forever...
- Recipe: Crustless Asparagus Quiche
- The Power of Pen and Paper
- Unhealthy Attachments
- The Myth of Multitasking
- Recipe: Chicken With Oven-Roasted Tomatoes
- Emergency Social Security Audio Presentation Now Available!
- Social Security Changes that Could Cost Your Family Tens or Hundreds of
Thousands of Dollars, Unless... - Your 2015 Year-End Tax Report is Ready
- What Exactly is Organic Gardening?
- Recipe: Clean Cobb Salad
- Social Security Changes that Could Cost Your Family Tens or Hundreds of
- Should Investors Sell After a "Correction"?
- That's Mulch Better: How to Grow a Fabulous Garden
- How the Body Celebrates the Change of Seasons
- Fall Recipe: Gremolata with Almonds