Retire Secure!

Jim Lange welcomes Tom Crowley, MBA, Senior Wealth Planner and VP of PNC Wealth Management to the show to discusses the Q-Tip, Revocable, Minor, and Charitable Trusts and their uses.

Jim Lange welcomes Bob Keebler, the author of The Big IRA Book to the show where they discuss: The Art and Science of Tax Loss Harvesting Roth IRA Versus Roth 401(k) Strategies for Converting Nondeductible IRA to Roth IRA And more!

The 5th Episode of the Lange Money Hour, Jim discusses his revolutionary estate planning plan, Lange's Cascading Beneficiary Plan. What is it? Well in his own words: In the early nineties, I began thinking creatively about this problem. My objective was to revolutionize my firm’s estate planning practice by drafting documents that could accommodate changing circumstances—the key, as I saw it, would be flexibility within a reasonable set of assumptions. Lange’s Cascading Beneficiary Plan, as it came to be called, uses specific language and disclaimers to provide the most flexibility when it is needed the most—at the time of the death of the first spouse when the surviving spouse and the family have the most current picture of their finances and family dynamics. We were aiming for less guesswork decades in advance! You can read about the Lange Cascading Beneficiary Plan on Jim's website paytaxeslater.com in the blog section!

Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website. Paul is also the author of multiple books on personal investing, including: Financial Fitness Forever: 5 Steps To More Money Less Risk and More Peace of Mind (McGraw Hill, Oct. 2011) Live It Up Without Outliving Your Money! Creating The Perfect Retirement First-Time Investor: Grow and Protect Your Money 101 Investment Decisions Guaranteed to Change Your Financial Future Get Smart or Get Screwed: How To Select The Best and Get The Most From Your Financial Advisor. This is Paul's first time on the show! He discusses with Jim various topics that i

In the third episode of The Lange Money Hour, CPA for the Lange Financial Group Steven Kohman,sits in and discusses Early Tax Planning for 2009 and last minute Tax Tips for 2008.

Episode 2 of The Lange Money Hour and the first appearance of CPA Ed Slott, the man referred to by Mutual Funds Magazine as "America's IRA Expert". Listen to Jim and Ed discuss; Planning for your Retirement Savings – It’s What You Keep That Counts Leveraging IRAs into Life Insurance Removes Uncertainty of Future Tax Rates RMD Suspension for 2009 and Strategies for Roth IRA Conversions Tips for Finding a Qualified Financial Advisor Limits on RMD Payback for 2009 ‘The Winning Half of the Game’ & Other Roth IRA Conversion Strategies

This is Jim's very first radio show on WKQV 1410 AM in Pittsburgh! On this episode Jim discusses the Top 3 Lessons for Planning a Secure Retirement which includes; Six Tips on How to Proactively Insure Your Retirement Lange’s Cascading Beneficiary Plan Understanding the Benefits of a Roth IRA Conversion The Big News in 2010 – ALL Taxpayers can Make a Roth IRA Conversion Taking RMD’s – Required Minimum Distributions for Those Over 70 1/2