About James Lange, CPA, Attorney, and Financial Advisor

Jim’s estate and tax planning strategies have been endorsed by The Wall Street Journal (36 times), Newsweek, Money,
Smart Money, Reader’s Digest, Bottom Line, and Kiplinger’s and most recently, Forbes magazine. Jim has authored five peer-reviewed
articles in Trusts & Estates. Jim is a regular columnist for Forbes.com, and his expertise on Roth IRA conversions was
solicited for an article in the February 2019 issue of Forbes magazine.

With 35 years of retirement and estate planning experience, James Lange and his team have drafted 2,631 wills and trusts, as well
as sophisticated beneficiary designations for IRAs and other retirement plans using Lange’s Cascading Beneficiary Plan. They
have also administered hundreds of estates whose families have benefitted from these plans.

Mr. Lange is the author of six best-selling books, including three editions of Retire Secure!, endorsed by Charles Schwab, Larry King, Ed Slott, Jane Bryant Quinn, and Roger Ibbotson and 50 other experts; The Roth Revolution, endorsed by Ed Slott, Natalie Choate, and Bob Keebler; The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, endorsed by Bill Flanagan, Paul Merriman, and Burton Malkiel; and The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs endorsed by Larry Kotlikoff, Jonathan Clements, Paul Merriman, and Elaine Floyd.

Jim created The Roth IRA Institute—offering professionals in the industry advice and recommendations. His proof of the tax and estate planning advantages of Roth IRA conversions has been peer-reviewed by the top tax journal of the American Institute of CPAs. Further, all 15 IRA experts interviewed on his radio show have indicated that most taxpayers, at some point, will benefit from a Roth IRA conversion—and that was before today’s favorable new tax brackets made Roth IRAs even more advantageous.