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Year-End Tax Planning and Lange’s Tax Planning Card


The Republican tax bill has passed and immediate action is required to cut your taxes. This newsletter will concentrate on the actions individual taxpayers can take between now and year-end to reduce their taxes. This is the most important year-end tax letter we have ever created due to available opportunities to cut your taxes.

Tax strategy for retirement planning
Number One Tax Strategy for All Phases of Retirement Planning

Jane Bryant Quinn joked in a 2004 Newsweek column that my mantra was, “Pay Taxes Later.” It was true then, and it is true now. If you get nothing else right in your retirement planning, get this key idea right: Don’t Pay Taxes Now, Pay Taxes Later – Except for the Roth. My free report shows why this advice is critical for each stage of your retirement planning.

Download free report



Current Podcast and Transcript

Episode 192 – The Tax Policy Center’s Expert Roberton Williams Joins Jim Lange to Discuss President Trump’s Tax Policies

Our guests include experts like Ed Slott, John Bogle, Bob Keebler, Natalie Choate, Charles Ellis, Barry Picker, and Jane Bryant Quinn.



Upcoming Workshops

Saturday, November 4, 2017

  • Who Says You Can’t Control From the Grave? Using Trusts to Protect Your Family
  • Stop Pending Changes in Tax Laws from Taking Up to 1/3rd of Your IRAs and Retirement Plans
  • What Makes More Money: The S&P 500 or Active Money Managers?

» More Information | Registration

» Videos: Educational workshops can be fun!


What Would You Like To Learn About?

Click on the boxes below for radio shows, videos, and articles about your topic!

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    Retirement Planning

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    Social Security

    How do your social security benefits tie into your retirement plans and future income?

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    Estate Planning

    Are you prepared to take care of your family when you are gone? Plan for the future with our trusted strategies.

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    Tax Planning

    Be prepared for April 15th with tips and advice from the Lange Financial Group’s tax professionals!

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    Investing for Retirement

    Get the most out of your retirement funds by investing!

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    Traditional vs. Roth Retirement Planning

    Where do you fall in the grand scheme of retirement planning? We can help you make sense of it all.

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    For the Next Generation (Beneficiaries)

    Be prepared for when you’re gone by establishing guidelines to protect and benefit your family.

  • Retirement planning advice, Lange Financial Group

    Advice for Specific Groups

    Are you a woman, LGBT, a minority, or a university professor? We have some advice here, tailored just for you, to help you decide what is best for you and your family.