Overview

A comprehensive and easy-to-understand guide to maximizing the benefits of IRAs and retirement assets. "Retire Secure! Third Edition" offers unbeatable recommendations for addressing the #1 fear facing most readers: Running out of money. "Retire Secure! Third Edition "also shows baby boomers nearing retirement how they can save tens of thousands to over one million dollars by paying taxes later.

This practical guide delivers straight forward accumulation and distribution strategies for IRAs, Roth IRAs, the new Roth 401(k) and other retirement plans. More specifically, Lange gives readers tips on how to prepare for expected death of the stretch IRA, details on converting to Roth IRAs, New Roth 401(k) and Roth 403(b) rules, and when IRA and retirement plan owners should consider second-to-die life insurance.

Further, this book describes Lange's exceptional estate plan--a plan that has been featured in "The Wall Street Journal" and many other fine financial journals. This definitive guide enjoys glowing endorsements from Charles Schwab, Larry King, Ed Slott and 60 other financial authors and experts.

Editorial Reviews
  • "Jim Lange s advice on Roth IRA conversions could yield substantial benefits for millions of IRA owners. His recommendations on estate planning show you how to protect the surviving spouse while preserving options to "stretch" the inherited IRA to children, grandchildren or a trust-- whatever the surviving spouse decides." Jane Bryant Quinn, Newsweek/Bloomberg.com
  • "Retire Secure! shows how to maximize retirement income while explaining IRA and retirement plan rules in language you can understand (and that is no easy task). Every retiree should read James Lange's chapter on Optimal Spending Strategies for Retirees." Gregory Kolojeski, President, Brentmark Software, Editor, www.rothira.com
  • "You've worked hard to build-up your retirement funds now, finish the job and read the new edition of Lange's "Retire Secure!." You should carefully examine each of his main points, and take full advantage of his suggestions to stretch your money as long as possible before paying taxes. In these troubled times, Lange's ideas are particularly relevant." John A. Tracy, Ph.D., CPA; Author, "How to Read a Financial Report and Accounting For Dummies"
  • "In "Retire Secure!, CPA and tax attorney James Lange provides clear guidance for understanding the process of making your money last during distribution. The author is an experienced advisor and it shows. His expertise and thinking also provides quality information on available tax-efficient ways to save for retirement." Phyllis Bernstein, CPA/PFS; Former Director, AICPA Director of Personal Financial Planning; Author, Managing Client Expectations in an Uncertain Market and  Financial Planning for CPAs
  • "Read this book before you meet with any tax or financial advisor about how to get the most out of your IRA, 401(k) or other retirement plans. Retire Secure! will help you ask the right questions and find out if your advisors really know what they re talking about." Paul Merriman, Financial Educator; Founder, Merriman Berkman Next Author, Live It Up Without Outliving Your Money.
  • "Written for the sophisticated and successful lay person (and a great guide for professionals working in this field), "Retire Secure!"is like a master class in the subject with the instructor taking the student by the hand through each step of the process. Jim Lange, a practicing CPA and attorney, provides both key real world questions and answers as well as numerous examples, illustrations, and practical side-bar comments." Stephan R. Leimberg, CEO Leimberg Information Services, Inc. (LISI).
  • "Jim Lange is a clear and concise communicator. He takes the complicated and makes it simple. "Retire Secure! is a must read for anyone wanting a secure financial future." Diane L. McCurdy, CFP; Author, How Much is Enough?
  • "There are few areas of financial planning more complex than making decisions about retirement plans. Retire Secure! not only explains many of these issues in plain English but Jim provides the reader with common sense guidance in making choices. As advocates of the important role that philanthropy plays in raising financially responsible children, we especially appreciate the inclusion of a chapter on charitable estate planning with IRA and retirement assets." Eileen Gallo, Ph.D and Jon Gallo, J.D.; Authors, Silver Spoon Kids and  The Financially Intelligent Parent.
Product Details
Author:  James Lange
ISBN:  0990358836   
Publisher:  Retire Secure Press
Publish Date:  October 01, 2015
Pages:  420 pages
Dimensions:  1.5" H x 9.32" L x 5.91" W (1.67 lbs) 

Retire Secure!: A Guide to Getting the Most Out of What You've Got


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