Praise for The Roth Revolution: Pay
Taxes Once and Never Again
There are few advisors as IRA-knowledgeable as Jim Lange. His book is chock full of creative Roth IRA planning ideas to help every client.
Natalie Choate, Esq.
Author, Life and Death Planning for Retirement Benefits, 6th Edition
Jim Lange has done it again. In Retire Secure!, Jim showed how minimizing taxes and investment expenses can lead to a comfortable retirement. In The Roth Revolution, he clearly explains the remarkable advantages of Roth IRAs and their role in estate planning. Everyone considering conversions of traditional IRAs to Roths should read this book.
Burton G. Malkiel
Author, A Random Walk Down Wall Street, 10th edition
Looking to protect your money? Read Jim Langes The Roth Revolutionand you could make your financial life a whole lot less taxing.
Jonathan Clements
Author, The Little Book of Main Street Money
Former Personal Finance Colomnist, The Wall Street Journal
An amazing, comprehensive explanation of the hows and whys of Roth IRAs with real life examples unlocked by Jim Lange who has set a new standard in retirement tax planning.
Diane McCurdy, CFP
Best-Selling Author of How Much is Enough?
The Roth Revolution is must reading for anyone contemplating moving money into a Roth IRA, which in my opinion is everyone. Jim Lange is one of the few people who has the knowledge when it comes to IRAs and also has the ability to put this knowledge into understandable language.
Barry C. Picker, CPA/PFS, CFP
Co-Author, 100+ Roth IRA Examples & Flowcharts
Jim Lange hits another homerun with The Roth Revolution. Anyone concerned about ensuring his or her nest egg is enough for retirement needs this book... and thats just about all of us.
Lois P. Frankel, Ph.D.
Author, Nice Girls Dont Get Rich
The Roth Revolution is an invaluable tool for any advisor assisting a client with a decision on whether to convert to a Roth IRA. With the expanded opportunity for taxpayers to take advantage of a Roth IRA regardless of their income, this is a resource that should be on every advisors desk.
Bob Keebler, CPA
Author, A CPAs Guide to Making the Most of the New IRAs
With charts, graphs, checklists and examples, Jim Lange, an advisors advisor, presents the answers to the Roth IRA puzzle in clear, concise terms. His book is loaded with solid answers to the very questions your clients are sure to ask.
Steve Leimberg
Publisher, Leimberg Information Services, Inc. (LISI)
This book shows you how to plan your finances so you dont run out of money in retirementperhaps the biggest single consideration of your life.
Brian Tracy
Author, The Way to Wealth
) makes a complicated topic easy to understand.
Bill Losey, CFP
Author, Retire in a Weekend!
Jim Lange helps people. You should read The Roth Revolution!
John D Bledsoe
Author, The Gospel of Roth
The Roth Revolution is a clear and comprehensive guide to a financial planning tool everyone should understand. I highly recommend it.
Michael T. Palmero, Attorney at Law
Author, AARP Crash Course in Estate Planning
Jim Lange has done it again! The Roth Revolution is a worthy follow up to Retire Secure!, written in a highly readable style that provides an excellent guide for all of us whose clients want to know whether they should convert to a Roth IRA. We were particularly pleased to find a thoughtful discussion of combining Roth IRAs with philanthropy.
Jon Gallo, J.D.
Author, The Financially Intelligent Parent
THE ROTH REVOLUTION
Pay Taxes Once and Never Again
James Lange, CPA/Attorney
THE ROTH REVOLUTION
Pay Taxes Once and Never Again
by James Lange, CPA/Attorney
2011 James Lange, CPA/Attorney. All rights reserved.
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Acknowledgments
The Roth Revolution could not have been written without the work and dedication of many others. Their contributions were invaluable.
Steven T. Kohman, Certified Public Accountant, Certified Specialist in Estate Planning, has worked with me for over 15 years and has co-authored many articles with me. Steve is a master of making financial projections and developing recommendations for Roth IRA conversion decisions and other retirement and estate-planning issues. Steve combines his extensive tax background with his superb quantitative and computer skills. His quantitative analysis, evidenced in the graphs and charts throughout, present compelling proof of the fundamental concepts that make up the backbone of