“In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike.”
—Charles R. Schwab, Chairman and Founder,
The Charles Schwab Corporation
"Think of Retire Secure! as a GPS for your money. You may know where you are and where you want to go, but you don't know how to get there. Jim offers the best route."*
—Larry King, Larry King Now
"James Lange's book, Retire Secure!, covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners."*
— Jane Bryant Quinn, Newsweek, AARP, Bloomberg.com
“This is simple: if you have a large IRA, you need to learn how The SECURE Act killed the IRA Stretch—and what to do about it.”
—Julie Jason,
Author, The Retirement Survival Guide
"Retire Secure! is a very practical investment guide on how to defer taxes and efficiently plan for retirement and your estate."*
—Roger B. Ibbotson, Professor, Yale School of Management
"Keeping your investment expenses low and following Jim Lange's tax savings strategies are the surest routes to a comfortable retirement."*
—Burton G. Malkiel
Professor of Economics, Princeton University,
Author, A Random Walk Down Wall Street
"James Lange is a genius at making the most difficult subject of estate and retirement planning easy to understand."*
—Eleanor Schano, Host, LifeQuest, WQED Multimedia.
"In today's volatile market, the peril of building wealth on short-term growth strategies has never been more evident. James does a great job of explaining the how and why of a long-term view with an eye to building money and protecting it when you are ready to spend it."*
—Peter M. Vessenes, RFC, CEO, Vestment Advisors, Inc.
"Jim Lange is a clear and concise communicator. He takes the complicated and makes it simple."
—Dr. Allan Meltzer (deceased),
Political Economy Professor,
Carnegie Mellon University
“Few advisors are as knowledgeable about IRAs and retirement plans as Jim Lange. His timely strategies could save families of IRA and retirement plan owners hundreds of thousands of dollars.”
—Nicole L. Maholtz,
President and CEO Brentmark Software
(The top IRA software trusted by most IRA experts)
“Jim Lange has packed an astounding amount of information and warnings on how the SECURE Act will negatively impact unsuspecting clients — and clear and practical suggestions for how to deal with this stealth tax.”
—Stephan Leimberg, Esq.,