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May 7, 2019

Jim Lange is an attorney, certified public accountant and a retirement authority. He is also a six-time best-selling author. Jim has been quoted 36 times in the Wall Street Journal. He was featured recently in the Forbes Magazine Feb. 2019 cover story about Roth IRAs. Jim Lange began his career as a CPA with a big firm in Pittsburgh, going to law school in the evening and operating a small tax preparation business on the side. When he graduated from Duquesne Law School he decided to hang out his own shingle and turn his side business into a full-time career. More than 30 years later, the Lange Financial Group has scores of happy tax, legal, and investment clients who trust them with their financial future and their family’s legacy. Jim and his team have drafted over 2,300 estate plans using Lange’s Cascading Beneficiary Plan™, the most practical and flexible estate plan for retirement plan owners. He also owns and operates a CPA firm and a Registered Investment Advisory firm where he combines low-cost index investment, financial planning, Social Security analysis, tax preparation, and estate planning to his clients.


In this episode, Doug and James Lange discuss:

  •          The strategy of not paying taxes now but instead paying them later.
  •          Discover how to save your family thousands of dollars using one foundational tax principle.
  •          The best source of money to spend and save the most amount of taxes.

Key Takeaways:

  •          The Roth IRA
  •          There are three types of money, 1) traditional IRAs, 2) after-tax dollars and 3) Roth IRAs
  •          The foundational principle applies to each stage including the contribution, distribution, and estate planning.

"Don’t pay taxes now, pay taxes later except the Roth IRA or Roth IRA Conversion." —  James Lange

Connect with [Guest Name]:

Twitter:   @rothguy

Facebook:   James Lange



Amazon book link-The $214,000 Mistake – How to Double Your Social Security and Maximize Your IRAs: Proven Strategies for Couples Age 62 – 70.

YouTube: RetireSecure

LinkedIn: James Lange

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