Jim Lange, CPA is President of two interrelated companies that provide financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a registered investment advisory firm that provides cutting-edge Roth IRA conversion strategies and conservative money management. The companies are located in Squirrel Hill in one location where he has been practicing for over 30 years.
Jim is a nationally-recognized IRA, 401(k) and retirement plan distribution expert. Jim is also the President and Founder of The Roth IRA Institute™ which helps financial professionals and IRA and retirement plan owners to get the most from their retirement plans using Roth IRA conversions as an integral part of the planning strategy. Jim is currently traveling the country as an invited presenter for some of the world’s top insurance companies, money managers and industry associations such as Nationwide, Merrill Lynch, Transamerica, Jackson National, Morgan Stanley, American Institute of CPAs, National Association of Insurance and Financial Advisors and several Financial Planning Associations.
Jim is the author of two editions of the best seller, Retire Secure! Pay Taxes Later. Larry King wrote the foreword for the book, and Ed Slott, CPA, wrote the introduction. Retire Secure! enjoys glowing testimonials from the industry’s best: Charles Schwab, Roger Ibbotson, Bob Keebler, Jane Bryant Quinn and 60 other financial professionals. Charles Schwab calls Retire Secure! “a road map for tax-efficient retirement and estate planning.” Jane Bryant Quinn said that, “Retire Secure! covers two areas particularly well – Roth IRA conversions and Estate Planning for IRA owners.”
Jim is also the best-selling author of The Roth Revolution: Pay Taxes Once and Never Again. Ed Slott, “America’s IRA Expert,” wrote the foreword and said “The Roth Revolution offers readers proven solutions for minimizing taxes and shows, step-by-step, how to build tax-free wealth for generations.”
Jim’s articles and recommendations have appeared over 30 times in The Wall Street Journal, 24 times in thePittsburgh Post Gazette, and his estate planning solution, Lange’s Cascading Beneficiary Plan™ has been featured in Financial Planning, The Tax Adviser, and Kiplinger’s Retirement Report.
- B.S. in Accounting: Pennsylvania State University
- Certified Public Accountant, July 1979
- Pennsylvania Insurance License