E101

Interview with Jim Lange, CPA/Attorney

From A Special Education Teacher, Administrator and Lawyer walk into a bar....all you ever wanted to know about special education · Hosted by Robin Fabiano

2024-04-12·3184

Episode summary

In this episode of A Special Education Teacher, Administrator and Lawyer walk into a bar....all you ever wanted to know about special education: 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.

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Original publisher description

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…