Distribution Planning for IRAs and Retirement Plans: Spending
the Right Funds First
- Jim's new web web source for the best IRA and retirement
and estate planning information.
Tax Planning Card
Lange publishes this reference card which is used by hundreds
of university professors, attorneys, judges, and masters.
Total Return Trust
Same sex couples
can provide for their partner and others without compromising
on growth investments.
Roth IRA Conversions - An Aggressive
Our Roth IRA Conversion-Reconversion Strategy Takes Planning to
the Next Level
After-Tax Assets in Qualified
Retirement Plans-New Opportunities
Exceptional Opportunity for Tax-Free Growth.
Top Financial Writer Quotes Jim
Jim Lange is regularly quoted in
Bill Flanagan's Pittsburgh Post Gazette column,
Personal Finance With Bill Flanagan.
Finalized Regulations for Retirement Plan
Final Regulations passed on April
17, 2002 allow IRA owners and retirees older than 70 to reduce their
taxes. There are also changes for IRA owner beneficiaries.
Minimum Required Distribution Calculator
Calculate your MRD for 2004 under the new rules with our on-line
calculator or Uniform Withdrawal Factor
Table. Taking advantage of a reduced MRD will instantly
lower your taxes.
IRA Beneficiary Calculator
beneficiaries can use this calculator to compute their
required distributions for inherited IRAs.
important article describing estate planning for individuals with
significant IRAs or retirement plans. As
appeared in the March 2001 issue of Financial Planning magazine,
Copyright 2001 by Thomson Financial Investment Marketing Group.