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Faculty Advisor

Financial Security. For Life.

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Live Gay, Retire Rich

There were two gay couples with identical financial resources. They each had the same amount of money, identical investments, identical taxes, and identical earnings history for Social Security purposes.

The first couple did no planning. The second gay couple followed the advice offered in Live Gay, Retire Rich! Doing reasonable projections, the first couple runs out of money in 28 years while the second couple has $1.4 million dollars and their portfolio continues to increase.

What was the difference? The first couple never got married, started Social Security at 62, didn’t make any Roth IRA conversions, and didn’t use key IRA, retirement plan and estate planning strategies. The second gay couple did get married, used our recommended apply and suspend technique for Social Security, did a series of Roth IRA conversions, and used key IRA, retirement plan and estate planning strategies.

Live Gay, Retire Rich! gives same-sex couples the knowledge they need to get their retirement right!

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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Million-Dollar IRA Owners:

The SECURE Act + the elections = massive income taxes. To protect you and your heirs you must act now.

Our #1 best-selling book dissected and analyzed the most advantageous tax and long-term planning strategies for IRA owners. We can help you mitigate the damage from today’s tax and estate planning environment.

The IRA and Retirement Plan Owners Guide to Beating the New Death Tax by James Lange Book

We have also summarized the most critical concepts of that book in an Overview.  We are offering a free copy of the Overview to anyone who wants to learn how to protect their interests and those of their family.

If, after reading the Overview you would like a copy of our book you will be able to request by clicking here.

I highly recommend you download our complimentary Overview now, Just click here to get your free copy of the Overview with no obligation.

Lange’s 2020-2021 Tax Planning Card

Popular tax reference card used by hundreds of university professors, attorneys, judges, and masters.

Download the card (PDF)

Need a Keynote Speaker?

James Lange, CPA / Attorney Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker. Jim is available to present a variety of workshops to your club or organization. To schedule, please call 412-521-2732. We will help advertise your event.

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