Lange - Retire secure!: a guide to getting the most out of what youve got

Retire Secure! is a very practical investment guide on how to defer taxes and efficiently plan for retirement and your estate.

Roger G. Ibbotson
Professor, Yale School of Management
Chairman, Ibbotson Associates

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.

Phyllis Bernstein, CPA/PFS
Former Director, AICPA Personal Financial Planning
and Author of Financial Planning for CPAs

Jim Langes 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. I wholeheartedly recommend Retire Secure!

Robert S. Keebler
CPA, MST, Author, Educator

Everyone planning for retirement should read this book.

Dr. Allan Meltzer
Political Economy Professor, Carnegie Mellon University

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 answersas well as numerous examples, illustrations, and practical side-bar comments.

Stephan R. Leimberg
CEO, Leimberg Information Services, Inc. (LISI)

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 Langes chapter on Optimal Spending Strategies for Retirees.

Gregory Kolojeski
President, Brentmark Software

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

IRA and other retirement plan assets comprise a huge and growing component of so many peoples wealth, yet the growth in these important assets requires sound, practical, and most important, understandable advice. All had been lacking until this excellent book, Retire Secure! , by James Lange. James brings to the fore practical tact usable by both attorney and accountant on how to deal with these critical assets. Topics that he delves into, including using trusts to protect beneficiaries are topics that few lay people are aware of and most professionals dont address. Protect yourself and your family with the insightful comments of Retire Secure!

Martin M. Shenkman, Attorney
Author, Inherit More

Jim Lange has updated and improved his material in this fine book. We have always said that the planning comes before the doing. He tells you how to plan your retirement, to maximize your wealth and to minimize your taxes.

Garry D. Kinder, CLU, RFC
Author, Lecturer and Financial Industry Consultant The KBI Group

This new version of Retire Secure! shows you more great ideas to help you achieve the most important financial goal of your life. Make your money last and go further than you ever thought possible.

Brian Tracy, Speaker, Sales Trainer
Author, Getting Rich Your Own Way

Advisor James Lange has written the definitive up-to-the-minute guide for retirement planning. Retire Secure! is absolutely essential reading for all practitioners in the estate and retirement planning field, as well as for those brave souls who take this task on as a do-it-yourself project.

Jack Gargan, Founder
International Association of Registered Financial Consultants Author, The Complete Estate Planning Guide

The flexible Langes Cascading Beneficiary Plan offers a practical solution to the bewildering array of qualified retirement options many of which are improperly used. Jims book makes a valuable contribution to the field of personal finance for both the consumers and the professional advisors who serve them!

Edwin P. Morrow, CLU, ChFC, CFP, CEP, RFC Chairman & CEO, International Association. of Registered Financial Consultants

Retire Secure! should be in everyones home who has money to invest. It is well written and in language that anyone can understand. I plan to make this book available for my children and grandchildren to read.

Frank Thomas
Former Pittsburgh Pirate (286 home runs)

If taxes were the only consideration in financial planning, Id give James Lange, JD, CPA a one hundred percent grade! 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 Langes book is the definitive answer to the very important tax considerations.

Vernon D. Gwynne, CFP, RFC
Chairman Emeritus & Former Director of Financial Planning Association

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 assetsand to their advisors, as well.

Michael T. Palermo, Attorney, CFP
Author, AARP Crash Course in Estate Planning

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 theyre talking about.

Paul Merriman, Financial Educator
Author, Live It Up Without Outliving Your Money:
Getting the Most from your Investments in Retirement

Youve worked hard to build-up your retirement funds now, finish the job and read the new edition of Langes 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, Langes ideas are particularly relevant.

John A. Tracy, Ph.D., CPA, Author
How to Read a Financial Report and Accounting For Dummies

Jim created the most flexible and effective estate guide for IRA and retirement plan owners.

Charles Tremendous Jones, RFC
Author, Life Is Tremendous

Jim has done a brilliant job making a complicated topic easy to understand. His Case Studies and Key Ideas in Retire Secure! are smart and spot on.

Bill Losey, CFP, Author
Retire in a Weekend! The Baby Boomers Guide to Making Work Optional

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