Guest: Matt Schwartz, JD

Guest of The Lange Money Hour: Where Smart Money Talks

The Lange Money Hour Guests
The Lange Money Hour has featured some of the country’s
leading IRA, retirement planning and financial experts.

Guest: Matt Schwartz, JD

Matt’s technical ability and 18 years of experience have been great assets to the Lange Financial Group, LLC. 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 benefited our clients over the years.

The Lange Money Hour episodes with this guest:

Episode 204 – October 18, 2017
The Best Estate Plan for Married Couples, Lange’s Cascading Beneficiary Plan, with Attorney Matt Schwartz
Listen to MP3 | Read Show Transcript

Episode 168 – March 30, 2016
Attorney Matt Schwartz explains The Seven Costly Mistakes IRA Owners Make in Their Estate Plans
Listen to MP3 | Read Show Transcript

Episode 115 – February 11, 2015
Estate Planning with guest Matt Schwartz, JD
Listen to MP3 | Read Show Transcript

Episode 80 – July 14, 2014
Using Trusts to Protect your Family with guest Matt Schwartz
Listen to MP3 | Read Show Transcript

Episode 47 – February 16, 2011
A Discussion About Trusts with Special guest Matt Schwartz
Listen to MP3

Episode 28 – May 19, 2010
Ideal Beneficiary Designations with guest Matthew Schwartz
Listen to MP3 | Read Show Transcript

Episode 22 – January 13, 2010
The Lange Philosophy with guests Matt Schwartz & Steve Kohman, CPA, CSEP, CSRP
Listen to MP3 | Read Show Transcript

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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.