Welcome!

News Feed Item

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire Secure

Pittsburgh-Based CPA/Attorney Announces New Book, Other Online Resources at OutEstatePlanning.com

PITTSBURGH, April 15, 2014 /PRNewswire-iReach/ -- The difference between a same-sex couple getting married and taking specific pro-active steps, and not getting married and not taking these pro-active steps can be the difference between running out of money and having $1.4 million during their retirement years. So says Pittsburgh-based CPA/Attorney James Lange who, after having done extensive research on the subject, is on a mission to educate and help (Lange's calculations are available upon request).

(Photo: http://photos.prnewswire.com/prnh/20140414/73103)

"Finally, thanks to changes passed into the law in 2013, same-sex couples that get married and take the appropriate pro-active steps can enjoy the same favorable financial benefits that well-informed opposite-sex married people currently enjoy—but only if they get married and take the appropriate steps," says Lange. 

NEW BOOK TO HELP SAME-SEX COUPLES RETIRE SECURE

Lange has written a new book, Retire Secure! for Same Sex Couples (Retire Secure Press, paperback and ebook, May 10, 2014), designed to help same-sex couples navigate the challenges and enjoy the rewards of the new laws. Lange is donating all the money he receives from book sales to Freedom to Marry (www.FreedomToMarry.com), a non-profit that promotes marriage equality. Though not official, the book will likely be an AARP book with a foreword by same-sex marriage advocate, Evan Wolfson.     

"There are now life-changing financial reasons to tie-the-knot," says Lange. "Getting married and combining new strategies (previously only available to married couples) with old concepts like maximizing Social Security benefits (using the apply-and-suspend technique) and by making a series of Roth IRA conversions, can mean hundreds of thousands of dollars or even over $1million of additional income to same-sex couples over the long term," Lange concludes.

Lange adds that there are new opportunities for same-sex couples in estate planning, particularly when one of the partner/spouses has an IRA or retirement plan.

"The tax laws heavily favor passing an IRA or retirement plan to a spouse; now, same-sex couples who get married can enjoy the enormous tax benefits available to a surviving spouse inheriting an IRA or retirement plan. Add in some of the advantages of the different techniques for taking spousal benefits for social security while both spouses are alive and after one passes, and other innovative strategies, and you have an arsenal at your fingertips to substantially increase wealth and financial security," Lange says.

In reference to Lange's new book, "America's IRA Expert" Ed Slott, CPA, says, "Jim provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples. But they are now, and couples who wish to take advantage of them to enhance their options, increase their wealth, cut their taxes and live with financial security should dive into this gem."  Jane Bryant Quinn, syndicated personal finance journalist, said "Jim Lange has written a wonderful book for all committed couples – same-sex or opposite sex – who are considering marriage. Once you reach retirement age, marriage becomes the best way of preserving income and wealth for the partner who survives."

NEW WEB-BASED RESOURCE CENTER FOR SAME-SEX COUPLES

"Same-Sex Couples and Social Security Benefits," one of the most important chapters in Lange's book, is available as a pdf download, at no cost, at www.outestateplanning.com.  In addition to the book chapter, the site includes articles and links to upcoming financial seminars of interest to members of LGBT communities. Site visitors can also sign up for a free set of 10 new videos that concentrate on the central financial issues of IRAs, retirement plans and the best strategies for collecting social security. No matter when the videos are requested by a site visitor, one video will be emailed each week, in sequence, for 10 weeks. 

Although the "Out Estate Planning" site has been up since 2002, Lange re-launched the site in 2013 with the stated goal of being "the most important financial resource for same-sex couples." 

In addition, Lange features topics of interest to same-sex couples on his radio show The Lange Money Hour.  The show, which is broadcast live on Pittsburgh's KQV-AM 1410 streams live at http://www.kqv.com, covers a variety of financial-related topics. 

"A show just aired on April 9 where I provide a wealth of information for same-sex couples," Lange says. "That show, as well as a recent show that featured Evan Wolfson, attorney, gay rights advocate, and founder and executive director of Freedom To Marry, are available as free downloads on my website, www.outestateplanning.com."

About James Lange

James Lange, CPA/Attorney, is a nationally-known Roth IRA and retirement plan distribution expert. He's also the best-selling author of the first and second editions of Retire Secure! and The Roth Revolution: Pay Taxes Once and Never Again.

Lange's recommendations have appeared 30 times in The Wall Street Journal, 23 times in the Pittsburgh Post Gazette, The New York Times, Newsweek, Money magazine, Smart Money and Reader's Digest. His articles have appeared in The Journal of Retirement Planning, Financial Planning, and The Tax Adviser (AICPA). His most recent article, The Demise of DOMA, was published by PA Lawyer Magazine in the January/February 2014 issue (also available as a free download at www.outestateplanning.com).   

Media Contact: Alfred Martin, Impact Communications, 913-649-5009, [email protected]

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE James Lange

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
Enterprise networks are complex. Moreover, they were designed and deployed to meet a specific set of business requirements at a specific point in time. But, the adoption of cloud services, new business applications and intensifying security policies, among other factors, require IT organizations to continuously deploy configuration changes. Therefore, enterprises are looking for better ways to automate the management of their networks while still leveraging existing capabilities, optimizing perf...
Join us at Cloud Expo | @ThingsExpo 2016 – June 7-9 at the Javits Center in New York City and November 1-3 at the Santa Clara Convention Center in Santa Clara, CA – and deliver your unique message in a way that is striking and unforgettable by taking advantage of SYS-CON's unmatched high-impact, result-driven event / media packages.
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, will provide an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life ...
SYS-CON Events announced today that Super Micro Computer, Inc., a global leader in Embedded and IoT solutions, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Supermicro (NASDAQ: SMCI), the leading innovator in high-performance, high-efficiency server technology, is a premier provider of advanced server Building Block Solutions® for Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data, HPC and ...
The cloud market growth today is largely in public clouds. While there is a lot of spend in IT departments in virtualization, these aren’t yet translating into a true “cloud” experience within the enterprise. What is stopping the growth of the “private cloud” market? In his general session at 18th Cloud Expo, Nara Rajagopalan, CEO of Accelerite, will explore the challenges in deploying, managing, and getting adoption for a private cloud within an enterprise. What are the key differences betwee...
As cloud and storage projections continue to rise, the number of organizations moving to the cloud is escalating and it is clear cloud storage is here to stay. However, is it secure? Data is the lifeblood for government entities, countries, cloud service providers and enterprises alike and losing or exposing that data can have disastrous results. There are new concepts for data storage on the horizon that will deliver secure solutions for storing and moving sensitive data around the world. ...
In the rush to compete in the digital age, a successful digital transformation is essential, but many organizations are setting themselves up for failure. There’s a common misconception that the process is just about technology, but it’s not. It’s about your business. It shouldn’t be treated as an isolated IT project; it should be driven by business needs with the committed involvement of a range of stakeholders.
SYS-CON Events announced today that BMC Software has been named "Siver Sponsor" of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2015 at the Javits Center in New York, New York. BMC is a global leader in innovative software solutions that help businesses transform into digital enterprises for the ultimate competitive advantage. BMC Digital Enterprise Management is a set of innovative IT solutions designed to make digital business fast, seamless, and optimized from mainframe to mo...
SYS-CON Events announced today that MobiDev will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. MobiDev is a software company that develops and delivers turn-key mobile apps, websites, web services, and complex software systems for startups and enterprises. Since 2009 it has grown from a small group of passionate engineers and business managers to a full-scale mobile software company with over 200 develope...
WebRTC is bringing significant change to the communications landscape that will bridge the worlds of web and telephony, making the Internet the new standard for communications. Cloud9 took the road less traveled and used WebRTC to create a downloadable enterprise-grade communications platform that is changing the communication dynamic in the financial sector. In his session at @ThingsExpo, Leo Papadopoulos, CTO of Cloud9, will discuss the importance of WebRTC and how it enables companies to fo...
Companies can harness IoT and predictive analytics to sustain business continuity; predict and manage site performance during emergencies; minimize expensive reactive maintenance; and forecast equipment and maintenance budgets and expenditures. Providing cost-effective, uninterrupted service is challenging, particularly for organizations with geographically dispersed operations.
SYS-CON Events announced today that MangoApps will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. MangoApps provides modern company intranets and team collaboration software, allowing workers to stay connected and productive from anywhere in the world and from any device. For more information, please visit https://www.mangoapps.com/.
SYS-CON Events announced today TechTarget has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. TechTarget is the Web’s leading destination for serious technology buyers researching and making enterprise technology decisions. Its extensive global networ...
SYS-CON Events announced today that EastBanc Technologies will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. EastBanc Technologies has been working at the frontier of technology since 1999. Today, the firm provides full-lifecycle software development delivering flexible technology solutions that seamlessly integrate with existing systems – whether on premise or cloud. EastBanc Technologies partners with p...
SYS-CON Events announced today that Tintri Inc., a leading producer of VM-aware storage (VAS) for virtualization and cloud environments, will exhibit at the 18th International CloudExpo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, New York, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.