James Lange

James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I’ve ever read. It works! Jim also has been published or quoted extensively in financial and tax publications, including: The Tax Adviser; Financial Planning magazine; Journal of Retirement Planning; Kiplinger’s Retirement Reports and The Wall Street Journal. As a speaker, Jim educates and provides specialized retirement and estate planning seminars for financial professionals and investors throughout the U.S. He consistently is among the most highly rated speaker at these events. Jim has presented more than 150 workshops in the retirement plan and IRA area, where he provides solid, usable information. Hire him to speak to investor clients and you’ll find them motivated to act on the information they have learned. And, as their trusted financial advisor, your clients will look to you for implementation-that can mean more money under management. As an added bonus, you will rise in your clients’ estimation because you provided them with information critical for good retirement planning. Grow Your Business Workshops for Advisors: Financial professionals love the combination of technical and marketing information his workshops provide. Today, it is not enough to supply plenty of top quality technical analysis and recommendations. Jim also provides ways to help financial professionals bring in business. Jim will: Give your team of financial professionals the knowledge and tools to optimize their client’s global retirement plan strategy by making the best use of their retirement assets. Provide the edge in wealth management with an in-depth understanding of how to manage IRAs and retirement plans. Nail the minimum distribution rules, both before and after death, and explain their impact on long-term financial goals. Reveal the pros and cons of a Roth IRA conversion with authoritative quantitative analysis. TOPICS • IRA and Retirement Plan Distribution Planning (Emphasis on the Benefits of the Stretch IRA and Why Clients Should Roll Money from their 401(k) to the Stretch IRA) • The Ideal Beneficiary Designation of your IRA and Retirement Plan • The Economics of Roth IRA Conversions • IRA and Retirement Plan Distribution Strategies Workshop (for prospective and current clients)