Retire Secure!: Pay Taxes Later: The Key to Making Your Money Last as Long as You Do
  • Retire Secure!: Pay Taxes Later: The Key to Making Your Money Last as Long as You Do
  • Retire Secure!: Pay Taxes Later: The Key to Making Your Money Last as Long as You Do

Retire Secure!: Pay Taxes Later: The Key to Making Your Money Last as Long as You Do

by James Lange
     
 

Maximize the Benefits of Your Retirement Assets with Retire Secure!

  • While still employed, develop the best saving strategies for your retirement plans. (Part One)
  • When you retire, make the right moves. During retirement, preserve your IRA and plan for the minimum distribution rules. (Part Two)
  • Develop a sound, but flexible estate plan,

…  See more details below

Overview

Maximize the Benefits of Your Retirement Assets with Retire Secure!

  • While still employed, develop the best saving strategies for your retirement plans. (Part One)
  • When you retire, make the right moves. During retirement, preserve your IRA and plan for the minimum distribution rules. (Part Two)
  • Develop a sound, but flexible estate plan, no matter what stage of life you're in. (Part Three)

Jim Lange, a national retirement and estate-planning expert, provides thoughtful, well-conceived strategies to fix common and not so common IRA and retirement plan mistakes. His solutions for your IRA and retirement plan dilemmas work to assure that your retirement dollars last as long as you do and beyond. Lange takes thinking about the big picture very seriously and his strategies factor in the long-term prospects for your children and grandchildren.

Retire Secure! systematically proves that you can save tens of thousands to over a million dollars by "paying taxes later." Filled with in-depth analysis, insight, tips, and eye-opening "real life" mini–case studies, the book will help you discover how you can legally and ethically "pay taxes later" to your great advantage!

Learn how you can use IRAs, retirement plans, and other tax-favored investments to let Uncle Sam subsidize your lifestyle and increase the odds that you and your spouse will have sufficient income for the rest of your lives. Jim Lange believes taking action today to reduce your tax burden will greatly enhance your chances of financial security tomorrow.

FREE Audio CD Offer The Secrets to a Secure Retirement

Purchasing this book entitles you to a free full- length CD, The Secrets to a Secure Retirement, valued at $147. This audio CD reinforces key concepts in the book. It also addresses some of the most overlooked financial strategies for workers and seniors. Jim has culled and assembled the highlights from his most popular presentation, which always receives the highest praise from both laymen and financial professionals. Please see the last page of this book for details.

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Product Details

ISBN-13:
9780470043547
Publisher:
Wiley
Publication date:
08/04/2006
Pages:
320
Product dimensions:
6.10(w) x 9.10(h) x 1.30(d)

What People are saying about this

From the Publisher
"Retire Secure! is your playbook for winning the retirement game and beyond.  I highly recommend it to both consumers and professional financial advisors."
Ed Slott, Author, Parlay Your IRA Into a Family Fortune

"Retire Secure! is a very practical investment guide on how to defer taxes and efficiently plan for retirement and your estate."
Roger G. Ibbotson, Ph.D., Professor,Yale University, World leader in asset allocation, Chairman, Ibbotson Assoc.

"Every retiree should read Jim Lange’s chapter on Spend the Right Funds First!"
Gregory Kolojeski, President of Brentmark Software

"…Jim delves into topics that few lay people are aware of and most professionals don’t address. Protect yourself and your family with the excellent comments of Retire Secure!"
Martin M. Shenkman, Attorney, CPA, MBA Author, Inherit More

"Retire Secure! shows you how to make your money last longer and go further than you ever imagined possible."
BRIAN TRACY, Strategic Planner Author, Something for Nothing

"Retire Secure! does a fine job of explaining why, when and how folks should move money into, out of, and between the myriad tax-advantaged employer-sponsored retirement savings plans and IRAs. The key points are summarized clearly, but a more thorough, equally clear explanation is also offered for those who want it.

The book is well-organized, with plenty of practical examples.  It will be a valuable resource to people in both the accumulation and distribution of their retirement assets - and to their advisors, as well."
Michael T. Palermo, Attorney, Certified Financial Planner™ Author, AARP Crash Course in Estate Planning

"The frequent mini-case studies throughout Retire Secure! are very beneficial.  They help give readers a full understanding of a complicated topic and how to apply that topic to their own situation."
Paul Richard, RFC Exec. Director Institute of Consumer Financial Education

"I hope this book will be a blessing for readers"
Rev. Dr. Robert H. Schuller, Minister, The Hour of Power Author, If it is Going to Be it is Up to Me

"Jim offers the best advice I’ve read on making your dollars go the longest distance, for you and your loved ones."
John A. Tracy, Ph.D., CPA Author, Accounting for Dummies

"Keeping your investment expenses low and following Jim Lange’s tax savings strategies are the surest routes to a comfortable retirement."
Burton G. Malkiel, Ph.D. Professor of Economics, Princeton University Author, A Random Walk Down Wall Street

"Nice girls eventually become old women who want to retire. Let this book help you to ensure you have all the money you need to live your life the way you want at retirement."
LOIS P. FRANKEL, Ph.D. Author, Nice Girls Don’t Get Rich: 75 Avoidable Mistakes Women Make with Money

"I recommend Retire Secure! above all other books on retirement planning.  No other work features the famous Lange’s Cascading Beneficiary Plan™."
Norman G. Levine, CLU, ChFC , RFC Author, A Passion for Compassion and Selling With Silk Gloves

"James Lange is a genius at making the most difficult subject of estate/retirement planning easy to understand. His book is an absolute must for anyone who wants the peace of mind that comes from knowing they will retire secure."
ELEANOR SCHANO Former TV News Anchor Host “LifeQuest” WQED Multimedia

Praise for Retire Secure!—Geared Towards Professionals

"We recognize Retire Secure! by tax attorney Jim Lange of Pittsburgh PA, as the most definitive work available.  We have rated this volume as the most complete and the most authoritative retirement guide serving our industry."
Fred R. Kissling, CLU, MSPA, AEP, RF Publisher, Financial Services Advisor magazine

"More than useful, Retire Secure! is an absolute essential for advisors because it helps you best deal with the many risks involved. Attorney James Lange did most of the difficult planning work for you."
—Louisa M. Montecalvo, CEP, CCPS College Advisors Group, LLC

"Jim created the most flexible and effective estate guide for IRA and retirement plan owners."
Charles “Tremendous” Jones, RFC CEO, Executive Books International speaker, sales trainer Author, Life Is Tremendous

"Every financial advisor ought to have a copy of Retire Secure! at his or her fingertips, plus copies to give more serious clients.   After clients have been taught how to save and where to place their investments, James Lange's book, Retire Secure! is the definitive answer to the very important tax considerations."
Vernon D. Gwynne, CFP, RFC Former Executive Director of the IAFP now FPA

"Distribution planning is where every financial advisor needs to be who is serious about helping clients and getting their professional practice to the next level."
Peter M. Vessenes, RFC Author, Building Your Multi-Million Dollar Practice

"Retire Secure! will help provide the education that financial advisors need to reduce their potential liabilities."
Jerry Reiter, CEO/Chairman Financial Advisors Legal Association

"Retire Secure! is one of the best educational tools and reference manuals ever available! Retire Secure! serves as a text for a comprehensive financial planning course on retirement. Retire Secure! will certainly have a long shelf life."
Al Coletti, CLU, ChFC, RFC Chairman, Institute for Financial Education

"Retire Secure! is absolutely "essential" reading for all practitioners in the estate and retirement planning field."
Jack Gargan, Founder Intl. Assoc. of Registered Financial Consultants (IARFC)

"Jim Lange's book is a must in the retirement library of anyone with a large IRA.  Not only does it provide thorough coverage of a difficult topic, but it does so with crisp writing, surrounded with charts and tables to help you understand your options."
Robert S. Keebler, CPA, MST Editor in Chief, Journal of Retirement Planning Author, A CPA’s Guide to the New IRAs

"Only in Retire Secure! will you learn how to better accumulate wealth in a logical, realistic, practical, and legally structured (protected) way.  You will also learn when trusts in estate planning documents can be a disaster!"
Lew Nason, RFC Speaker, Marketing Consultant / Insurance Pro Shop

Additional testimonials (37 and counting) available at www.RetireSecure.com/testimonial

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Meet the Author

JAMES LANGE, CPA/Attorney, is a nationally respected IRA, 401(k), and retirement plan distribution expert with twenty-seven years of hands-on experience. In Newsweek, Jane Bryant Quinn introduced the entire country to Jim's mantra, "Pay Taxes Later!" His advice has been cited twenty times in the Wall Street Journal, and his articles appear frequently in other prestigious financial and tax journals. Jim's signature estate plan, Lange's Cascading Beneficiary PlanTM, is earning widespread acclaim as readers and financial professionals alike want Jim's solution for their own families. Jim lives in Pittsburgh, Pennsylvania, with his wife, Cindy, and their daughter, Erica.
book@paytaxeslater.com www.paytaxeslater.com

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