Charles R. Schwab calls Retire Secure! "an invaluable resource for investors."
This is the consummate reference manual for funding institutional retirement plans, weighing strategies that include traditional IRAs, Roth IRAs, supplemental plans, etc. as well as individual plans. It clarifies the rules pertaining to required minimum distributions from retirement plans, while you are alive and after you are gone. It will help you evaluate gifting strategies appropriate for your family. And, you will find a thorough analysis of the best estate plan for married IRA and retirement plan owners...all that, and much more.
"Think of Retire Secure! as a GPS for your money," raves Larry King, Larry King Now. "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."*
"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
"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