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
Blockchain is a shared, secure record of exchange that establishes trust, accountability and transparency across supply chain networks. Supported by the Linux Foundation's open source, open-standards based Hyperledger Project, Blockchain has the potential to improve regulatory compliance, reduce cost and time for product recall as well as advance trade. Are you curious about Blockchain and how it can provide you with new opportunities for innovation and growth? In her session at 20th Cloud Exp...
SYS-CON Events announced today that Hitachi, the leading provider the Internet of Things and Digital Transformation, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Hitachi Data Systems, a wholly owned subsidiary of Hitachi, Ltd., offers an integrated portfolio of services and solutions that enable digital transformation through enhanced data management, governance, mobility and analytics. We help globa...
Cloud promises the agility required by today’s digital businesses. As organizations adopt cloud based infrastructures and services, their IT resources become increasingly dynamic and hybrid in nature. Managing these require modern IT operations and tools. In his session at 20th Cloud Expo, Raj Sundaram, Senior Principal Product Manager at CA Technologies, will discuss how to modernize your IT operations in order to proactively manage your hybrid cloud and IT environments. He will be sharing be...
In his keynote at 19th Cloud Expo, Sheng Liang, co-founder and CEO of Rancher Labs, discussed the technological advances and new business opportunities created by the rapid adoption of containers. With the success of Amazon Web Services (AWS) and various open source technologies used to build private clouds, cloud computing has become an essential component of IT strategy. However, users continue to face challenges in implementing clouds, as older technologies evolve and newer ones like Docker c...
NHK, Japan Broadcasting, will feature the upcoming @ThingsExpo Silicon Valley in a special 'Internet of Things' and smart technology documentary that will be filmed on the expo floor between November 3 to 5, 2015, in Santa Clara. NHK is the sole public TV network in Japan equivalent to the BBC in the UK and the largest in Asia with many award-winning science and technology programs. Japanese TV is producing a documentary about IoT and Smart technology and will be covering @ThingsExpo Silicon Val...
Quickly find the root cause of complex database problems slowing down your applications. Up to 88% of all application performance issues are related to the database. DPA’s unique response time analysis shows you exactly what needs fixing - in four clicks or less. Optimize performance anywhere. Database Performance Analyzer monitors on-premises, on VMware®, and in the Cloud, including Amazon® AWS and Azure™ virtual machines.
Did you know that you can develop for mainframes in Java? Or that the testing and deployment can be automated across mobile to mainframe? In his session at @DevOpsSummit at 20th Cloud Expo, Vaughn Marshall, Sr. Principal Product Owner at CA Technologies, will discuss and demo how increasingly teams are developing with agile methodologies using modern development environments and automating testing and deployments, mobile to mainframe.
The goal of Continuous Testing is to shift testing left to find defects earlier and release software faster. This can be achieved by integrating a set of open source functional and performance testing tools in the early stages of your software delivery lifecycle. There is one process that binds all application delivery stages together into one well-orchestrated machine: Continuous Testing. Continuous Testing is the conveyor belt between the Software Factory and production stages. Artifacts are ...
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm. In his Day 3 Keynote at 20th Cloud Expo, Chris Brown, a Solutions Marketing Manager at Nutanix, will explore t...
Five years ago development was seen as a dead-end career, now it’s anything but – with an explosion in mobile and IoT initiatives increasing the demand for skilled engineers. But apart from having a ready supply of great coders, what constitutes true ‘DevOps Royalty’? It’ll be the ability to craft resilient architectures, supportability, security everywhere across the software lifecycle. In his keynote at @DevOpsSummit at 20th Cloud Expo, Jeffrey Scheaffer, GM and SVP, Continuous Delivery Busine...
NHK, Japan Broadcasting, will feature the upcoming @ThingsExpo Silicon Valley in a special 'Internet of Things' and smart technology documentary that will be filmed on the expo floor between November 3 to 5, 2015, in Santa Clara. NHK is the sole public TV network in Japan equivalent to the BBC in the UK and the largest in Asia with many award-winning science and technology programs. Japanese TV is producing a documentary about IoT and Smart technology and will be covering @ThingsExpo Silicon Val...
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm.
SYS-CON Events announced today that CollabNet, a global leader in enterprise software development, release automation and DevOps solutions, will be a Bronze Sponsor of SYS-CON's 20th International Cloud Expo®, taking place from June 6-8, 2017, at the Javits Center in New York City, NY. CollabNet offers a broad range of solutions with the mission of helping modern organizations deliver quality software at speed. The company’s latest innovation, the DevOps Lifecycle Manager (DLM), supports Value S...
SYS-CON Events announced today that Hitachi, the leading provider the Internet of Things and Digital Transformation, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Hitachi Data Systems, a wholly owned subsidiary of Hitachi, Ltd., offers an integrated portfolio of services and solutions that enable digital transformation through enhanced data management, governance, mobility and analytics. We help globa...
SYS-CON Events announced today that Super Micro Computer, Inc., a global leader in compute, storage and networking technologies, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, 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/...