Matthew Schwartz – Attorney at Lange Legal Group, LLC

The Lange Legal Group LLC



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bio_mattschwartzMatt’s technical ability and 21 years of experience have been great assets to our organization. His excellent service, professionalism, level of detail, and friendly demeanor are all evident when working with him.

Matt is well versed in issues involving Roth IRAs and Roth IRA conversions. He has a gift for math, quantitative thinking, and strategic thinking which has benefitted our clients over the years.

  • Past President of the Allegheny Tax Society
  • Secretary of the Board of Trustees of Temple Emanuel of the South Hills
  • Member of Professional Advisory Committee of the Pittsburgh Foundation
  • Member of the Pittsburgh Chapter of the Northwestern Alumni Admissions Council

March 7, 2019 – The Devil is in the Details – Understanding Annuities
November 6, 2018 – Roth IRA Conversions of After-Tax Money: Beware of the IRA Aggregation Rules
October 23, 2018 – Unprecedented 2018 Roth IRA Conversion Opportunities
July 12, 2018 – Planning For The End: Why Your Will Is Important
April 17, 2018 – What Happens If You Don’t Have A Will?
April 2, 2018 – Simplify Your Life After the New Tax Act and Terminate that Irrevocable Life Insurance Trust