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Discover Proven Tax & Estate Planning Strategies
Watch Jim Lange’s Exclusive Workshop, Roth IRA Conversions: Pay Taxes Once and Never Again. Little-Known but Highly Effective Roth Conversion Strategies and Related Techniques.
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3 Critical Steps Parents Should Take for Their Child with a Disability
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CPA/Attorney Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal 36 times. He is the author of 10 cutting-edge financial planning books that help IRA and retirement plan owners get the most out of what they’ve got.
A well-known Roth IRA expert, Jim authored the first peer-reviewed article on Roth IRAs in 1998, which was published in the AICPA’s journal, The Tax Adviser. He also developed Lange’s Cascading Beneficiary Plan℠, an estate plan that provides maximum flexibility for married IRA and retirement plan owners.
For more than three decades, Jim has guided clients toward optimal retirement and estate planning as the founder and president of three companies: Lange Financial Group, LLC; Lange Accounting Group, LLC; and Lange Legal Group, LLC. Through carefully cultivated joint venture partnerships, Lange Financial Group’s investment partners currently manage over $930 million for their mutual clients, for whom Jim’s team provides ongoing strategic planning. Lange Accounting Group prepares 760 tax returns annually. And prior to its sale in October 2023, Jim led Lange Legal Group in drafting more than 3,000 wills and trusts and administering hundreds of estates, a record that reflects many years of focused work in estate planning.
Want to face the future with confidence knowing that you are taking the right steps to get the most out of what you’ve got?
For qualified prospective clients who are seriously interested in working with us the first step is a complimentary Retire Secure Consultation. To see if you qualify for a free consultation, click here or call our office at 412-521-2732.
Disclaimer: Lange Accounting Group, LLC offers guidance on retirement plan distribution strategies, tax reduction, Roth IRA conversions, saving and spending strategies, optimized Social Security strategies, and gifting plans. Although we bring our knowledge and expertise in estate planning to our recommendations, all recommendations are offered in our capacity as CPAs. We will, however, potentially make recommendations that clients could have a licensed estate attorney implement.
Asset location, asset allocation, and low-cost enhanced index funds are provided by the investment firms with whom Lange Financial Group, LLC is affiliated. This would be offered in our role as an investment advisor representative and not as an attorney.
Lange Financial Group, LLC, is a registered investment advisory firm registered with the Commonwealth of Pennsylvania Department of Banking, Harrisburg, PA. In addition, the firm is registered as a registered investment advisory firm in the states of AZ, FL, NY, OH, and VA. Lange Financial Group, LLC may not provide investment advisory services to any residents of states in which the firm does not maintain an investment advisory registration. Past performance is no guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. Indexes are not available for direct investment. If you qualify for a free consultation with Jim and attend a meeting, there are two services he and his firms have the potential to offer you. Lange Accounting Group, LLC could offer a one-time fee-for-service Financial Masterplan. Under the auspices of Lange Financial Group, LLC, you could potentially enter into an assets-under-management arrangement with one of Lange’s joint venture partners.
Please note that if you engage Lange Accounting Group, LLC and/or Lange Financial Group, LLC for either our Financial Masterplan service or our assets-under-management arrangement, there is no attorney/client relationship in this advisory context.
Although Jim will bring his knowledge and expertise in estate planning to this workshop and to the meetings, it will be conducted in his capacity as a financial planning professional and not as an attorney. This is not a solicitation for legal services.