Experience

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  Lange financial group, llc

  Jan 1980 - now

  My experienced in-house CPAs provide advice that makes sense for both tax purposes and for retirement and estate planning. Here's how else we can help you with tax planning, tax preparation, and financial objectives:1. We offer analysis and recommendations for multiple year Roth IRA conversions. Our long term projections are informed by the combination of objective and situational factors specific to you. We not only use Roth IRA conversion software to make our recommendations, but also tax preparation software so we can optimize results and test the impact of different courses of action. We then recommend the best financial and tax plan that is consistent with your specific goals. 2. Our experienced in-house CPAs prepare individual and business tax forms with a trained eye for reducing your taxes while keeping you out of trouble with the IRS.3. We make recommendations on how much you can safely afford to spend given the resources you have.4. We provide asset management services giving clients a choice of several money managers. We integrate our advice with the money manager so that there is coordination between tax strategies, investment strategies, and estate planning strategies. Our clients receive our advice and money management services for the same costs as a fairly priced money manager - and there are no additional costs for our value-added financial advice. For more information on how we can help you meet your financial and life goals, please go to http://www.paytaxeslater.com/whatwedo.php and fill out our pre-qualification form. Show less After creating my own financial planning and advising empire surrounding Roth IRAs, I started training other financial planners on Roth IRA conversions. I quickly became known as the Advisor to Financial Advisors. Now, I'm available for speaking and training throughout the United States.If you are hosting a conference for financial planners, financial advisors, and other personal finance professionals and need a keynote speaker, or if you'd like to train your team so they get more clients and build their territory, I am available to do professional workshops for your team.Get more information on my keynote speeches and workshops for finance professionals at http://www.paytaxeslater.com/keynotespeaker.php Show less Now, you can gain FREE access to the best information available from the country's leading IRA Experts, including Ed Slott, Bob Keebler, Natalie Choate, Barry Picker, Jane Bryant Quinn, and myself. Listen every other Wednesday from 7-8pm EST on KQV 1410 AM, at http://www.kqv.com, or go to http://www.paytaxeslater.com/radioshow.phpHere are some of the previous radio show topics:* Surprising Insights for Taking (or Giving Back) Social Security * Powerful Wealth Preservation Strategies with Ed Slott * Cutting-Edge Roth IRA Conversion Strategies with Barry Picker * Smart Advice from Jane Bryant Quinn for Making the Most of Your Money Show less Through my experience as a CPA, Financial Advisor and Lawyer, I created "Lange's Cascading Beneficiary Plan", which has been featured in Financial Planning Magazine, The Tax Adviser, Kiplinger's, and The Wall Street Journal.Our Estate Planning services for Pennsylvania residents include:* Drafting wills, trusts, power of attorney and living wills - all coordinated with tax-savvy strategies* Preparing the actual beneficiary designation forms specific to your IRA, retirement plan, and/or life insurance. My team will coordinate the beneficiary designations with your will and we'll account for all of your assets so you have a complete estate plan* Assisting grieving families with estate administration including death tax returns, probate filings, and distribution planning. Because we feature flexible estate planning, there are multiple strategic opportunities for long-term financial planning that can be implemented after deathIf you have an estate larger than $1 million and if you want to build a tax-free dynasty for your family, then check out my website at http://www.rothira-advisor.com and contact me for a free initial consultation! Show less

  • Financial Advisor that combines Tax, Roth IRA Conversion, Investment, & Estate Planning Strategies

    Jan 1980 - now

  • Roth IRA Expert & Advisor to Financial Advisors Speaks All Over the U.S.

    Jan 1980 - now

  • Personal Finance Expert Gives You Access to the Top IRA Experts on the Lange Money Hour Radio Show

    Jan 2017 - now

  • Estate Planning Expert Creates Meaningful Solutions Using His Signature Cascading Beneficiary Plan

    Jan 1980 - now