Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Ray LeVitre, CFP
Ray has gained a unique perspective of the financial industry during his 19 years of experience. Ray has worked as representative for one of the nation’s largest mutual fund companies (Fidelity); as a bank investment representative at one of the nation’s largest banks (Citicorp); and as an insurance agent at a reputable life insurance company (Mutual of New York-MONY). Ray then worked as a stock broker at the nation’s largest brokerage firm (Merrill Lynch) before starting his own independent firm.
The Lange Money Hour episodes with this guest:
Episode 106 – November 12, 2014
Retirement Decisions You Need to Make Right Now with guest Ray LeVitre, CFP
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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.