Retire Secure!: Pay Taxes Later - The Key to Making Your Money Last

by James Lange, Larry King (Foreword)

A comprehensive and easy-to-understand guide to maximizing the benefits of IRAs and retirement assets. Retire Secure, Second Edition offers unbeatable recommendations for addressing the #1 fear facing most Running Out of Money. Retire Secure, Second Edition also shows baby boomers nearing retirement how they can save tens of thousands to over one million dollars by paying taxes later. This practical guide delivers straight forward accumulation and distribution strategies for IRAs, Roth IRAs, the new Roth 401(k) and other retirement plans. More specifically, Lange gives readers tips on how to prepare for expected tax changes in 2010, details on converting to Roth IRAs, New Roth 401(k) and Roth 403(b) rules, and when IRA and retirement plan owners should consider second to die life insurance. Further, this book describes Lange's exceptional estate plan--a plan that has been featured in The Wall Street Journal and many other fine financial journals. This definitive guide enjoys glowing endorsements from Charles Schwab, Larry King, Ed Slott and 60 other financial authors and experts.

Genres: Finance

320 pages, Hardcover

First published February 1, 2009

About the author

Jim Lange, CPA/Attorney is President of three interrelated companies that provide financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation and a law firm that limits its practice to estate planning, the drafting of wills and trusts and beneficiary designations of IRAs and retirement plans. The third company is a registered investment advisory firm that provides cutting-edge Roth IRA conversion strategies and conservative money management. All three companies are located in Squirrel Hill in one location where he has been practicing for over 30 years.

Jim is a nationally-recognized IRA, 401(k) and retirement plan distribution expert. Jim is also the President and Founder of The Roth IRA Institute™ which helps financial professionals and IRA and retirement plan owners to get the most from their retirement plans using Roth IRA conversions as an integral part of the planning strategy.

He is the best-selling author of The Roth Revolution: Pay Taxes Once and Never Again. Jim is also the author of two editions of the best seller, Retire Secure! Pay Taxes Later. Larry King wrote the foreword for the book, and Ed Slott, CPA, wrote the introduction. The third edition of Retire Secure! is slotted for release Spring 2015.

Reviews

[Michael · Rating 4 out of 5]

I love reading books like this. Its an easy to understand book to maximizing the benefits of IRAs and retirement assists. Jim Lange knows his information and he presents it in layman terms. Its and excellent book for those either in retirement or near retirement. Retirement planning I think can be intimidating because of the rules and options that must be considered. Retire Secure lays them out in a logical easy to follow format. If there is one thing I got out of this book is that the next time I walk into financial advisor or tax accountant office, I will be able to understand retirement lingo on their level. Retire Secure should be the cornerstone of everyone's personal financial library.

[Read Ng · Rating 5 out of 5]

ALERT: I read the Second Edition, since it was handy. Estate planning in particular in the Second Edition is now out of date. Get and read the latest Third Edition.

An excellent book. Establishes clear reasoning why you need to use retirement investment vehicles to have a secure retirement. You will want to read it more than once, to properly understand how your choices influence your outcomes. Run out and get your copy of the Third Edition. Mine is on order.

Have a GoodReads and a financially secure retirement!

[Dawn Mohl · Rating 4 out of 5]

This was actually a very good book about investing and explains the different investments in fairly easy to understand terms. My uncle just died and he left all his money in a trust. According to this book, that may not have been the best choice because his children were older and may have been able to save money on taxes if it was left to them in other methods.