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About James Lange


James Lange, CPA/JD, is a nationally respected IRA, 401(k), 403(b) and retirement planning expert.  With over 30-years of hands-on experience, Jim offers rock solid and time-tested recommendations to help people avoid running out of money - and provide for future generations.

In Newsweek, Jane Bryant Quinn introduced the entire country to Jim’s mantra, “Pay Taxes Later!” His advice has been cited 30 times in The Wall Street Journal and his articles appear frequently in the most prestigious financial and tax journals.

Jim’s signature estate plan, “Lange’s Cascading Beneficiary Plan™” has earned widespread acclaim from clients and financial professionals alike.  In recent years, Jim has become an ‘Advisor to the Advisors,’ speaking to groups of financial advisors all over the country.

In 2006, the first edition of his book, Retire Secure! became a national bestseller.  Now, with the 2nd edition, Jim delves even deeper, with new emphasis on Roth IRA conversions, the important role of life insurance, and how charitable contributions fit into the mix.

Jim lives in Pittsburgh, PA with his wife, Cindy, and their fourteen-year-old daughter, Erica.

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