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Testimonials


“Think of Retire Secure! as a GPS for your money.  You may know where you are and where you want to go,  but you don’t know how to get there.  Jim offers the best routes.”
     From the foreward by Larry King, CNN

“In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning.  This is an invaluable resource for investors and planners alike.”
       Charles R. Schwab, Chairman and founder, The Charles Schwab Corporation

Retire Secure! (2nd) covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners.”  
        Jane Bryant Quinn
        Newsweek/Bloomberg.com


 “The fear of running out of money has grown from a lingering, nagging concern to widespread dread.  Readers need long-term effective tax- savvy strategies.  I highly recommend that you read Retire Secure!
        Ed Slott, (from the Introduction)
        America’s IRA Expert
        Speaker/Author, Stay Rich for Life


“In Retire Secure!, CPA and tax attorney James Lange provides clear guidance for understanding the process of making your money last during distribution. The author is an experienced advisor and it shows.
        Phyllis Bernstein, CPA/PFS
        Former Director, AICPA
        Author, Financial Planning for CPAs


Retire Secure! is a very practical investment guide on how to defer taxes and efficiently plan for retirement and your estate.”
      Roger G. Ibbotson
      Professor, Yale School of Management
        Chairman, Ibbotson Associates


“Keeping your investment expenses low and following Jim Lange’s tax savings strategies are the surest routes to a comfortable retirement.”
       Burton G. Malkiel
        Professor of Economics, Princeton University
        Author, A Random Walk Down Wall Street


“Jim Lange's book is a must in the retirement library of anyone with a large IRA.  Not only does it provide thorough coverage of a difficult topic, but it does so with crisp writing, surrounded with charts and tables to help you understand your options.  I wholeheartedly recommend Retire Secure!"  
       Robert S. Keebler, CPA
        Author, Educator


“Everyone planning for retirement should read this book.”
        Dr. Allan Meltzer
        American Economist/
        Political Economy Professor at Carnegie Mellon University


“The frequent mini-case studies throughout Retire Secure! are very beneficial.  They help give readers a full understanding of a complicated topic and how to apply that topic to their own situation.”
        Paul Richard, RFC
        Executive Director
        Institute of Consumer Financial Education


“Written for the sophisticated and successful lay person (and a great guide for professionals working in this field), Retire Secure! is like a master class in the subject with the instructor taking the student by the hand through each step of the process.  Jim Lange, a practicing CPA and attorney, provides both key real world questions and answers—as well as numerous examples, illustrations, and practical side-bar comments.”
       Stephan R. Leimberg, CEO
        Leimberg Information Services, Inc. (LISI)


Retire Secure! (2nd Edition) shows how to maximize retirement income while explaining IRA and retirement plan rules in language you can understand (and that is no easy task). Every retiree should read James Lange’s chapter on Optimal Spending Strategies for Retirees.”
        Gregory Kolojeski
         President, Brentmark Software
         Editor, www.rothira.com


“You will learn how Lange’s Cascading Beneficiary Plan offers you the ultimate protection for your spouse, yet preserves options for the stretch IRA to better benefit your children and grandchildren.  Works for singles also!”
          Rev. Dr. John Clements
           Speaker and Author, Fruitful Prospects

“There are few areas of financial planning more complex than making decisions about retirement plans.  Retire Secure! (2nd edition) not only explains many of these issues in plain English but Jim provides the reader with common sense guidance in making choices.  As advocates of the important role that philanthropy plays in raising financially responsible children, we especially appreciate the inclusion of a chapter on charitable estate planning with IRA and retirement assets.”
           Eileen Gallo, Ph.D and Jon Gallo, J.D.
           Authors, Silver Spoon Kids and The Financially Intelligent Parent


 “Jim Lange has updated and improved his material in the second edition of this fine book. We have always said that the planning comes before the doing. He tells you how to plan your retirement, to maximize your wealth and to minimize your taxes.”
           Garry D. Kinder, CLU, RFC
           Author, Lecturer and Financial Industry Consultant
           The KBI Group


“IRA and other retirement plan assets comprise a huge and growing component of so many people’s wealth, yet the growth in these important assets requires sound, practical, and most importantly understandable advice.  All had been lacking until this excellent book, Retire Secure!, by James Lange.  James brings to the fore practical tact usable by both attorney and accountant on how to deal with these critical assets.  Topics that he delves into, including using trusts to protect beneficiaries are topics that few lay people are aware of and most professionals don’t address.  Protect yourself and your family with the insightful comments of Retire Secure!
           Martin M. Shenkman, Attorney
           Author, Inherit More


“Jim has done a brilliant job making a complicated topic easy to understand.  His “Mini Case Studies” and “Key Ideas” in Retire Secure! are smart and spot on.”
           Bill Losey, CFP
           Author, Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional


“This new version of Retire Secure! is even better than the first.  It shows you more great ideas to help you achieve the most important financial goal of your life.  Make your money last and go further than you ever thought possible.”
           Brian Tracy, Speaker, Sales Trainer
           Author, Getting Rich Your Own Way


“My daddy always said it is not what you make, but what you keep that makes you rich.  Lange’s updated book is an excellent resource for keeping more money by reducing your taxes.  Follow his plan for a secure retirement and you won’t get lost.”
          Katherine Vessenes, JD, CFP, RFC
          Vestment Advisors
          Author, Protecting Your Practice,
          Building Your Multi-Million Dollar Practice


Retire Secure! is a must-read for any person looking for complete and accurate information to make intelligent decisions about his or her own financial affairs.”          
        Al Coletti, CLU, ChFC, RFC
          Chairman
          The Institute for Financial Education


Retire Secure! is highly recommended reading for all practitioners in the estate and retirement planning field, as well as for those brave souls who take this task on as a do-it-yourself project."
         Jack Gargan, Founder
          International Association of Registered
          Author, The Complete Estate Planning Guide


“The flexible Lange’s Cascading Beneficiary Plan offers a practical solution to the bewildering array of qualified retirement options – many of which are improperly used.  Jim’s book makes a valuable contribution to the field of personal finance – for both the consumers and the professional advisors who serve them!”      
        Edwin P. Morrow, CLU, ChFC, CFP, CEP, RFC
          Chairman and CEO
          International Association of Registered Financial Consultants (IARFC)


“Jim created the most flexible and effective estate guide for IRA and retirement plan owners.”   
         Charles “Tremendous” Jones, RFC
         Author, Life Is Tremendous


“In today’s volatile market, the peril of building wealth on short-term growth strategies has never been more evident.  James does a great job of explaining the “hows” and “whys” of a long-term view with an eye to building money and protecting it when you are ready to spend it.  Learning the keys of distribution planning, and how it leads to retiring with peace and security makes Retire Secure! a ‘must read’.”
         Peter M. Vessenes, RFC
         CEO, Vestment Advisors, Inc.
         Author, Building Your Multi-Million Dollar Practice


Retire Secure! should be in everyone’s home who has money to invest.  It is well written and in language that anyone can understand. I plan to make this book available to  my children and grandchildren to read.”
         Frank Thomas
         Former Pittsburgh Pirate


“If you are a financial planner and think you know everything, think again.  This book will show you new ways to help clients and make you more referable in the process.  An absolute must for every practicing financial planner in America.”
        Bill Cates
        President, Referral Coach Institute


“I hope this book will be a blessing for readers.”
       Rev. Dr. Robert H. Schuller
       Minister, The Crystal Cathedral
       Hour Of Power


“If taxes were the only consideration in financial planning, I'd give James Lange, JD, CPA a one hundred percent grade!  Every financial advisor ought to have a copy of Retire Secure! at his or her fingertips, plus copies to give more serious clients.  After clients have been taught how to save and where to place their investments, James Lange's book, Retire Secure! is the definitive answer to the very important tax considerations.”                      
     Vernon D. Gwynne, CFP, RFC
      Chairman Emeritus, Former Director of the IAFP now FPA


“James Lange is a genius at making the most difficult subject of estate/retirement planning easy to understand.  His book is an absolute must for anyone who wants the peace of mind that comes from knowing they will retire secure.”
     Eleanor Schano
     Former TV News Anchor
     Host “LifeQuest” WQED Multimedia


“Like the original, the updated 2nd Edition of Retire Secure! does a fine job of explaining why, when and how folks should move money into, out of, and between the myriad tax-advantaged employer-sponsored retirement savings plans and IRAs.  The key points are summarized clearly, but a more thorough, equally clear explanation is also offered for those who want it.  The book is well-organized, with plenty of practical examples.  It will be a valuable resource to people in both the accumulation and distribution of their retirement assets - and to their advisors, as well."
      Michael T. Palermo, Attorney
      Certified Financial Planner™
      Author, AARP Crash Course in Estate Planning


“Read this book before you meet with any tax or financial advisor about how to get the most out of your IRA, 401(k) or other retirement plans. Retire Secure! will help you ask the right questions and find out if your advisors really know what they’re talking about.”
      Paul Merriman, Financial Educator
      Founder, Merriman Berkman Next
      Author, Live It Up Without Outliving Your Money


“In Retire Secure!, CPA and tax attorney James Lange provides clear guidance for understanding the process of making your money last during distribution. The author is an experienced advisor and it shows. His expertise and thinking also provides quality information on available tax-efficient ways to save for retirement.”
       Phyllis Bernstein, CPA/PFS
       Former Director, AICPA Director of Personal Financial Planning
       Author, Financial Planning for CPAs


“You've worked hard to build-up your retirement funds – now, finish the job and read the the new edition of Lange's Retire Secure!. You should carefully examine each of his main points, and take full advantage of his suggestions to stretch your money as long as possible before paying taxes. In these troubled times, Lange's ideas are particularly relevant.”
       John A. Tracy, Ph.D., CPA
        Author, How to Read a Financial Report and Accounting For Dummies


“Jim Lange is a clear and concise communicator.  He takes the complicated and makes it simple.  Retire Secure! is a must read for anyone wanting a secure financial future.”
       Diane L. McCurdy, CFP
       Author, How Much is Enough?


Retire Secure! is a must-read for any person looking for complete and accurate information to make intelligent decisions about his or her own financial affairs.          
     Al Coletti, CLU, ChFC, RFC
      Chairman, The Institute for Financial Education

    
"Distribution planning is where every financial advisor needs to be who is serious about helping clients and getting their professional practice to the next level.  James Lange does a great job at explaining the details of distribution planning and how to retire with a sense of peace and security."
      Peter M. Vessenes, RFC
      Author, Building Your Multi-Million Dollar Practice


"You've worked hard to build-up your retirement funds -- now, finish the job and read Lange's book to maximize the benefits from your hard earned retirement accounts.  Jim offers the best advice I've read on making your dollars go the longest distance, for you and your loved ones."
       John A. Tracy, Ph.D., CPA
       Author of How To Read A Financial Report and Accounting For Dummies

“Nice girls eventually become old women who want to retire.  Let this book help you to ensure you have all the money you need to live your life the way you want at retirement.”
       Lois P. Frankel, Ph.D.
       Author, Nice Girls Don't Get the Corner Office


Retire Secure! does a fine job of explaining why, when and how folks should move money into, out of, and between the myriad tax-advantaged employer-sponsored retirement savings plans and IRAs.  The key points are summarized clearly, but a more thorough, equally clear explanation is also offered for those who want it.”

“The book is well-organized, with plenty of practical examples.  It will be a valuable resource to people in both the accumulation and distribution of their retirement assets - and to their advisors, as well.”  
      Michael T. Palermo, Attorney, CFP
      Author, AARP Crash Course in Estate Planning

“I recommend Retire Secure!.   No other work features the famous Lange Cascading Beneficiary Plan.”
      Norman G. Levine, CLU, ChFC , RFC
     Author, A Passion for Compassion

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