Home: Authors: James Lange
Tax Attorney and CPA

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Status: Member since September 27, 2008
Location: United States of America
Articles: 7 Active Articles, resulting in 3429 views
Feedback: 2 comments on these 7 articles

TRCB - Member Profile - James Lange

James Lange is a tax attorney and CPA with a thriving retirement and estate planning practice in Pittsburgh, Pennsylvania.  He focuses on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, will and trust preparation, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, and his articles are frequently published in Financia Planning, Kiplinger's Retirement Report and The Tax Adviser.  For more informaiton please visit www.rothira-advisor.com

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How to Make Sense of Your 2008 Year-End Statements
Posted: Tuesday, January 27, 2009 by James Lange
Looking at your year-end investment statements has almost certainly been a miserable experience. The S&P, one of the most popular benchmarks, lost 38.5% for the year. Then, we turn on the news, read the papers or go online, and we feel worse.
Finance / Taxes
Tax-Loss Harvesting: Turning Lemons into Lemonade
Posted: Thursday, December 11, 2008 by James Lange
Tax planning can’t restore your losses, but it can soften the blow. Using losses to reduce taxable gains by means of tax-savvy realization of losses to match gains is referred to as tax loss harvesting or tax loss selling.
Finance / Taxes
Year-End Tax Strategies for 2008
Posted: Wednesday, December 10, 2008 by James Lange
Concern about running out of money has gone from a dull nagging worry to an immediate fear. For many clients it is worthwhile to reevaluate your finances and in some cases make significant decisions regarding how much you can safely spend, or if you are still working, how long you should continue to work.
Finance / Taxes
Will You Run Out of Money?
Posted: Sunday, November 23, 2008 by James Lange
The stress of the recent market meltdown with the corresponding devastating news throughout the economy is particularly difficult for retirees or readers nearing retirement. Clients and readers have the same concerns: Do I have enough money to live comfortably for the rest of my life? How can I make my money last? Is there something that I should be doing now to protect my retirement?
Finance / Retirement Planning
Time May Be Running Out to Recharacterize Your Roth IRA Conversion
Posted: Saturday, September 27, 2008 by James Lange
So, you converted a traditional IRA to a Roth IRA last year, paid tax on the converted amount, and your Roth tanked. Help may be available if you hurry. If you meet the time deadlines, you can "unconvert or recharacterize all or part of the Roth IRA conversion you made during the last calendar year.
Investing / Retirement Planning
Family Limited Partnership: An Attractive Estate Planning Tool
Posted: Saturday, September 27, 2008 by James Lange
Family Limited Partnerships (FLPs) serve as an attractive estate-planning tool for wealthy individuals. FLPs are best suited for clients who can justify forming an FLP for business reasons and who want to make significant gifts to family members. FLPs allow the donor to retain substantial control over the gifted assets and protect the gifts from potential claims of the donee's creditors.
Finance / Estate Plan Trusts
Roth: Four Little Letters Leading to Long-Term Financial Security
Posted: Saturday, September 27, 2008 by James Lange
Roth IRAs and their more recent cousins, the Roth 401(k) and Roth 403(b), offer outstanding retirement and estate planning opportunities to most readers who qualify. Further, the chance to benefit from a Roth account does not end with employment, as Roth IRA conversions are favorable for many retirees.
Investing / IRA 401k
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