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Jim Lange's 2014 Year-End Tax Report

Every year, our firm attends a number of continuing education classes and subscribes to a variety of tax-related publications to gather information to enrich our clients.  In the fall, we comb through those resources and combine them with our best tax strategies to prepare the Year-End Tax Recommendations Report. We hope you find it valuable and informative!

>> Read the report here.




Complimentary Workshops

Thursday, January 8, 2015

The Waterfront Inn at Lake Sumter Landing
1105 Lake Shore Drive
The Villages, FL  32162
Please check back for invitation and details shortly.

Saturday, January 31, 2015

Courtyard Marriott
3962 William Penn Highway
Monroeville, PA  15146
Please check back for invitation and details shortly.

» Learn more about workshop | Register Free




The Lange Money Hour - Where Smart Money Talks

Listen every other Wed. on KQV 1410am, at kqv.com or click below for our archives.  Gain FREE access to the best information available from the country's leading IRA experts including Ed Slott, Bob Keebler, Natalie Choate, Barry Picker & Jane Bryant Quinn.




The Roth Revolution - Now Available!

In essence, a Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income tax-free for the rest of your, your spouse’s, your children's and grandchildren's lives. The advantage of a tax-savvy long term Roth IRA conversion is often measured in the millions. The real eye-opener, however, is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to future generations

The Roth Revolution addresses the following topics clearly and objectively: 

  • Whether, how much, and when to convert
  • Costs and benefits of a Roth IRA conversion
  • Advice for taxpayers in each income tax bracket
  • The impact of future tax increases
  • Synergy of delaying (or returning) Social Security and Roth IRA conversions
  • Combining charitable gifts and Roth IRA conversions
  • Tax-free conversions of after-tax dollars in IRAs and retirement plans
  • Converting and recharacterizing strategies

Now available on Amazon.com.                                                                                                                     

Already purchased The Roth Revolution?

Access your free 90-minute audio ($100 value) below!

- The Roth Revolution - Free Audio Track Part 1 (mp3)
- The Roth Revolution - Free Audio Track Part 2 (mp3)




The Roth Revolution Blog


Get the latest scoop and news from Jim's blog.

Read now.



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