Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Howard Klein, JD
Howard S. Klein has been a Certified Specialist in Estate Planning, Trust and Probate Law since 1993. After graduating UCLA Law School, Mr. Klein worked as a trust administrator, and has practiced law in Los Angeles County for 50 years, 35 of which included family law.
Mr. Klein has lectured, written and been a frequent panelist for Continuing Education of the Bar and most major local bar associations, primarily on probate/family law cross-over issues, on which he is an acknowledged authority. He is on the Los Angeles Superior Court Probate Mediation Panel and has mediated over 100 cases in the past decade. Mr. Klein resides in Porter Ranch with his wife, Rosalind, who is a Senior International Vice President of B’nai B’rith International.
Howard Klein retired on April 7th, 2014 and has been spending his new found free time with his family and traveling the world.
The Lange Money Hour episodes with this guest:
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.