Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He wrote 8 best-selling books including his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.
 
Jim’s RIA oversees $750 million under management. Jim’s law firm has completed 2,857 estate plans including wills, trusts, and beneficiary designations of IRAs and retirement plans. Jim’s CPA firm prepares 760 tax returns annually.
 
Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The Tax Adviser. Jim has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com and Retirement Daily.

About Us: Lange Financial Group offers legal, tax, asset management, and estate planning services all under one roof from a team of experienced professionals. Lange Accounting Group prepares over 500 tax returns annually, the estate planning law firm, Lange Legal Group, has prepared over 2,000 wills and trusts and thousands of beneficiary designations of IRAs and retirement plans, and the Registered Investment Advisory firm provides cutting-edge Roth IRA conversion strategies and money management.

Lange Financial Group helps IRA and retirement plan owners and their families get the most out of what they’ve got by integrating and applying our proven strategies to their personal needs, wants, and financial situations.

Lange Financial Group takes the time to understand its client’s goals and values. Based on a combination of the client’s goals, proven strategies, and “running the numbers,” Lange develops a customized plan that accounts for personal circumstances and long-term financial planning.