Pittsburgh, PA, December 13, 2010
– CPA/Attorney James Lange’s new book helps IRA and
retirement plan owners get the most out of their IRA
or retirement plan by converting a portion of their
IRA to a Roth IRA. Roth Revolution: Pay Taxes
Once and Never Again (Morgan James), clearly
helps readers understand the compelling advantages
of making a Roth IRA conversion. Jim provides
invaluable advice to readers who are worried about
running out of money, paying too much in taxes, and
leaving as much as possible to their family as long
as it doesn’t cost them anything.
A savvy long-term Roth IRA conversion plan could
create a tax-free dynasty in which a family could
measure their benefits in the millions. Now that
qualifying income limits for IRA owners have been
abolished, all IRA and retirement plan owners should
consider Roth IRA conversions. The solution to
whether, how much, and when your audience should
convert could be a series of Roth IRA conversions
over several years.
Whether spoken or written, Lange's advice is
invaluable. Thirty years of experience writing and
speaking have made Lange a nationally recognized
expert on IRA, Roth IRA conversion, and estate
planning. The Wall Street Journal has quoted his
expert financial advice thirty times. The country's
largest financial companies routinely hire Lange's
to assist their financial advisors. His books have
been endorsed by prominent figures, including
Charles Schwab, Jane Bryant Quinn, Larry King, Roger
Ibbotson, Burton Malkiel, Natalie Choate, Ed Slott,
and dozens of other financial professionals.
The Roth Revolution addresses the following
topics clearly and objectively:
• Whether, how much, and when to convert
• Costs and benefits of a Roth IRA conversion
• Advice for taxpayers in each income tax bracket
• The impact of future tax increases
• Synergy of delaying (or returning) Social Security
and Roth IRA conversions
• Combining charitable gifts and Roth IRA
conversions
• Tax-free conversions of after-tax dollars in IRAs
and retirement plans
• Converting and re-characterizing strategies
Some might wonder, “Who in their right mind would
pay taxes before they have to?” The answer is Jim,
thousands of his readers and clients, all the top
IRA experts, and after reading his book, many more.
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TIP SHEET:
Diane McCurdy,
CFP, best selling author of “How Much is Enough?
Balancing Today’s Needs with Tomorrow’s Retirement
Goals:
"An
amazing, comprehensive explanation of the hows and
whys of Roth IRAs with real life examples unlocked
by Jim Lange who has set a new standard in
retirement tax planning.”
Jonathan Clements, author of The
Little Book of Main Street Money:
"It is
tough to pick stock-market winners, but it’s
relatively easy to lower your investment tax-bill.
Looking to keep more of your portfolio’s gains? Read
Jim Lange’s ‘The Roth Revolution’ – and you could
make your financial life a whole lot less taxing.”
Lois P. Frankel, Ph.D., author of
Nice Girls Don’t Get Rich and Nice Girls Don’t Get
the Corner Office:
“Jim
Lange hits another homerun with The Roth Revolution.
Anyone concerned about ensuring his or her nest egg
is enough for retirement needs this book…and that’s
just about all of us.”
Brian Tracy, author of The Way to
Wealth:
"This
book shows you how to plan your finances so you
don’t run out of money in retirement – perhaps the
biggest single consideration of your life”.
Bill Losey, CFP, author of Retire in
a Weekend! The Baby’s Boomer’s Guide to Making Work
Optional:
"Jim’s
specific advice to taxpayers in different tax
brackets (Chapter 13) in The Roth Revolution makes a
complicated topic easy to understand."
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