Interview with Jim Lange, CPA/Attorney

James Lange is a CPA/Attorney and the author of 10 best selling financial books that help IRA and retirement plan owners get the most of what they've got. The Wall Street Journal has endorsed Jim's tax and estate planning strategies 36 times!
Jim's daughter, Erica, has a disability. Jim's expertise with Roth IRA conversions and the impact of the SECURE Act on IRAs, disability planning, and legacy planning was critical in developing a long-term plan to secure his daughter's financial future and improve his family's quality of life.
Using his family's journey as the base, Jim authored a new book, Retire Secure for Parents of a Child with a Disability, with two experts in the disability field. Jim and his co-authors believe the book is the best comprehensive financial resource for parents of a child with a disability.
You can get your free book at https://DisabledChildPlanning.com/Podcast
We are also hosting a 3-day virtual summit titled Financial and Life Planning
Summit…for Parents of a Child with a Disability from June 18 to June 20. Tatyana
McFadden, one of the top paralympic athletes in the world will be our celebrity
speaker. The three co-authors and a host of other experts will be offering
educational talks over the three-day period.
Participants can choose which of the sessions they would like to attend. Many will
also be followed with Q&A sessions. And best of all, everyone can enjoy the talks
from the comfort of their own living room.
To receive updates on our June 18 th – 20 th Financial and Life Planning Summit, go
to https://DisabledChildPlanning.com/June
Brilliant Beaver Guidebook - Audio Version
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Information
- Show
- FrequencyUpdated Weekly
- PublishedApril 12, 2024 at 4:00 AM UTC
- Length54 min
- Season4
- Episode25
- RatingClean