Protect Your Family’s Financial Security!

Book cover for CPA/Attorney James Lange's book dedicated to protecting your financial legacy from the SECURE Act go to for more information.

The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from the SECURE Act by James Lange, CPA/Attorney is now available. If you would like a hard copy of the book, either please call Alice at 412-521-2732 or email your mailing address to, and we will mail your free hardcover edition.

“The SECURE Act will extract a devastating tax from the families of IRA and retirement plan owners, but it doesn’t have to be that way. I wrote this book to provide safe, easy, and 100% legal ways after the SECURE Act, COVID-19, and the CARES Act to keep the reader’s legacy wealth in their family’s hands – and out of Uncle Sam’s – all without raising an eyebrow at the IRS.

“I find this tax change particularly infuriating. It’s almost as if Congress were sitting around thinking: What group could we hurt the most? How about taxpayers who pursued the American dream and worked hard for 30 or 40 years and played by the rules?

You dutifully sacrificed and put as much money as possible in your IRAs and retirement plan. The government told you putting money in your IRA and retirement plan was great for you and your kids. Now, late in the game, after relying on their representations, they pull the rug right out from under you. Now, they are attempting to confiscate a third of your IRA or retirement plan after you die. Don’t accept this. Fight back and protect your family.”


Simplifying the Complex

IRA and retirement plan owners are getting assaulted. The SECURE Act, COVID-19, and now there is the likely income tax explosion that will hit middle-income IRA owners the hardest. Our new book has answers to help IRA and retirement plan owners get the most from what they’ve got. We cover:

  • How to use Roth conversions to minimize taxes
  • How to use gifting strategies to maximize family wealth under the SECURE Act
  • How to update wills and trusts to protect against the SECURE Act
  • How to ensure financial security for the surviving spouse
  • Why leaving an IRA to a Charitable Remainder Trust (CRT) can be more beneficial to the wealth creator’s children than leaving the IRA to them outright
  • And much more


Real-World Illustrations

Since minimizing investment costs and taxes are the key elements of any financial plan, Jim uses real-world questions and answers, examples, and illustrations to shepherd readers through the often-intimidating world of taxes and retirement costs.

We are happy to provide our readers with the tools to navigate their own path through the SECURE Act—something that must be done to protect your hard-won assets, not only for the sake of your children and loved ones but also for the charities that are important to you.


All Book Proceeds Will Go to Charity

Charitable giving is important to Jim. There are three chapters (Ch. 8, 9 & 10) on the best way for IRA and retirement plan owners to give to charity. Jim is also is donating all proceeds from the sale of this book to charity: water, one of the non-profit organizations closest to his heart.


This Book Can Change Lives

We hope the analysis proving the benefits of leaving your IRA to a Charitable Remainder Trust (CRT) literally starts a movement to direct a billion dollars to charity. If your child (or children) can end up with an extra $400,000 (based on certain assumptions and you dying with $1 million in your IRA) by naming a CRT rather than naming your child (or children) outright, isn’t that worth exploring? In addition, given the same assumptions, the charity could end up with more than $400,000.

If you find this and other aspects of the book compelling, please call Alice at 412-521-2732 or email your mailing address to, and we will mail your free hardcover edition.