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Speakers

James Lange, CPA/JD

Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker

Training Financial Professionals on the Latest Estate Planning & Roth IRA Conversion Strategies

When it comes to your client’s money, you want someone who knows what they are doing. How about someone who has been quoted 36 times in the Wall Street Journal for his financial savvy?

Not only is Jim Lange a CPA and an attorney, he is also a nationally recognized IRA, 401(k) and retirement plan distribution expert and is the Founder of The Roth IRA Institute™. The Roth IRA Institute helps financial professionals and IRA and retirement plan owners to get the most from their retirement plans with Roth IRA conversions as an integral planning strategy.

Jim has 3 decades working in retirement and estate planning that will help your audience learn what to do with their money and give the answers to questions that so many people should know.These answers can save them from losing hundreds of thousands of dollars by the time they retire simply becuase often few people, not even some financial advisors have ever told them.

Jim is the author of two editions of the best-seller, Retire Secure! Pay Taxes Later. Larry King of CNN wrote the foreword and Ed Slott wrote the introduction. Retire Secure! enjoys glowing testimonials from the industry’s best: Charles Schwab, Roger Ibbotson, Jane Bryant Quinn and 60 other financial professionals. Charles Schwab calls Retire Secure! “a road map for tax-efficient retirement and estate planning.” 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.”

 

  • How to make the most of your money in retirement
  • How to develop a workable estate plan
  • Everything you need to nkow about Roth IRA Conversions
  • How to prepare for the death of the Stretch IRA
  • How to maximze your Social Security
  • Some great tax savings tips
  • How to choose and fund your retirement accounts can make the difference between being broke soon after retirement or sitting on $2,000,000

Jim Lange’s seminar for our Investment Executives on Roth IRAs and estate planning was excellent. He simplified complex issues and provided clear and concise answers to technical questions. I received many positive comments about his presentations.
William O’Donnell, Senior Vice President, Parker/Hunter

The Tri-State Tax Institute each year invites notable speakers in regard to current tax issues. Mr. Lange was recently requested to return for a second year by virtue of his high ratings on participants survey sheets. The audience of lawyers, CPAs, CFPs and insurance agents highlighted not only his timely topics, but his excellent manner of presentation. I would highly recommend Mr. Lange for his professionalism and knowledge.
Chris Freeman, Director, Tri-State Tax Institute

The presentation was one of the most outstanding we have had in the 4 years we have been meeting. Questions from the audience were repeated so that everyone could hear and then answered completely. The audience agreed that the presentation was particularly useful. We plan on inviting Mr. Lange back to give a follow-up presentation to provide an update with the latest information.
Parvin Lippincott, SURE Coordinator, Westinghouse

Thank you for speaking before the professional development staff of the University of Pittsburgh. Your presentation on the “greedy givers” and the benefits of using retirement assets to fund charitable giving remainder trusts will be very helpful to our development team as they work with their planned giving prospects. We appreciate your professionalism and expertise.
Larry Karnoff, JD, CFRE, Director of Planned Giving University of Pittsburgh

I wanted to thank you for your participation in our first Tax Talk University. The feedback we received was tremendous and we have signed up several of the attendees for both Gradient Tax and Gradient Insurance, so thank you for your assistance. I spoke with an advisor specifically that had been to multiple Ed Slott events, Natalie Choate, as well as others and told me the information you delivered regarding IRA’s and the overall presentation was far superior to anything he had encountered previously! Kudos to you! Thank you again for your participation and I look forward to working with you in the future.
Jeff Quick, Vice President, Gradient Tax, LLC

Jim’s presentation was well-organized and supported by graphs, charts and summarized material was easy to follow which he furnished to all of us. A stream of questions were directed to the speaker by attentive tax specialists. Due to the complexity of the subject we hope that Jim will agree to meet with us again.
Regis Obringer, President, PA Society of Public Accountants

Over the years I’ve attended dozens of financial “seminars” with advance claims to astonishing benefits. I have never been so impressed. The workshop was focused exactly on the advance mailing and it delivered the goods. Your book was an easy read and I’ll read it again. Again, thank you to opening my eyes to Traditional and Roth IRA possibilities.
Unsolicited testimonial from public workshop participant

A Partial List of Prior Speaking Engagements

  • Academy Of Life Long Learning
  • Allegheny Tax Society
  • American Institute Of Cpas
  • Axa Advisors
  • Bechtel Bettis, Inc.
  • Butler Human Resources Assoc.
  • Carnegie Mellon University
  • Clarion University
  • Citigroup
  • Covenant Reliance Producers
  • Duquesne University
  • Edward Jones
  • Estate Planning Council
  • Financial Planning Association
  • Gradient Tax, Inc.
  • Indiana University Of Pennsylvania
  • Jackson National
  • Jewish Community Center
  • Lincoln Financial Advisors
  • Merrill Lynch
  • Morgan Stanley
  • Naifa
  • Nat. Insurance Marketing Executives
  • Nationwide
  • Nyu Retirement Conference
  • Organization Of Chinese Americans
  • Parker/Hunter
  • Pennsylvania Bar Institute
  • Pleasant Hills Retired Men’s Group
  • Pittsburgh Federation Of Teachers
  • Pittsburgh Public Schools
  • Professional Education Systems, Inc.
  • Robert Morris University
  • Transamerica
  • Smith Barney
  • St. Barnabas
  • University Of Pittsburgh Planned Giving
Travels From:  Pennsylvania
City: Pittsburgh
$10,001 to $15,000

Biography

Jim Lange, CPA/JD, is the President of 3 interrelated companies that provide legal and 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 law firm that limits its practice to estate planning, the drafting of wills and trusts and beneficiary designations of IRAs and retirement plans.

Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a law firm that limits its practice to estate planning, the drafting of wills and trusts and beneficiary designations of IRAs and retirement plans. The third company is a Registered Investment Advisory firm that provides cutting-edge Roth IRA conversion strategies and conservative money management. All three companies are located in Pittsburgh where he has been practicing for the last 30 years.

Jim is a nationally recognized IRA, 401(k) and retirement plan distribution expert and is the Founder of The Roth IRA Institute™. The Roth IRA Institute helps financial professionals and IRA and retirement plan owners to get the most from their retirement plans with Roth IRA conversions as an integral planning strategy.

Jim is the author of two editions of the best-seller, Retire Secure! Pay Taxes Later. Larry King of CNN wrote the foreword and Ed Slott wrote the introduction. Retire Secure! enjoys glowing testimonials from the industry’s best: Charles Schwab, Roger Ibbotson, Jane Bryant Quinn and 60 other financial professionals. Charles Schwab calls Retire Secure! “a road map for tax-efficient retirement and estate planning.” 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.”

In addition to publishing Retire Secure!, Jim’s articles and recommendations have appeared over 30 times in The Wall Street Journal, 24 times in the Pittsburgh Post Gazette and his famed estate planning solution, “Lange’s Cascading Beneficiary Plan” has been featured in Financial Planning magazine, The Tax Adviser, Kiplinger’s and The Wall Street Journal

Presentations

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 growincome 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.

This workshop will explain the underlying general principles and concepts behind Roth IRA conversions.  Jim then presents his peer-reviewed analysis comparing a taxpayer who makes a Roth IRA conversion and pays the tax on the conversion with an identically situated taxpayer who doesn’t make the conversion.  Jim compares the benefits for the taxpayer, the taxpayer’s children and even their grandchildren and the results show benefits in the millions of dollars.

Jim also covers two techniques to enhance the value of Roth IRA conversions.  The first is what we call the Roth Launcher, which is a strategy utilizing the ability to recharacterize (unconvert) your Roth IRA in a proactive manner.  The second technique is a method of jumping through some hoops and converting the after-tax dollars in an IRA or retirement plan to a Roth IRA without having to pay any taxes.

Jim’s workshop, What Every Advisor Should Know about Roth IRA Conversions, is widely acclaimed by hundreds of advisors and covers the following topics:

  • How your clients can benefit from Roth IRA conversions
  • New opportunities for wealth preservation for older and high income IRA owners
  • How your clients can protect themselves from a decline in their Roth IRA
  • A little-known technique for making a Roth IRA conversion while legally avoiding certain taxes
  • Peer-reviewed proof of the benefits of Roth IRA conversions
  • Accumulation strategies with Roth IRAs and Roth 401(k)s if your clients are still working
  • How Roth IRA conversions present a business building opportunity for advisors and it can help them be introduced to other family members

Areas of expertise

  • IRAs
  • Roth IRAs
  • Social Security
  • 401(k) and retirement plan distribution expert
  • Social Security
  • Taxation
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