Which Assets to Spend First in Retirement?
James Lange argues strongly for a specific spending order of your assets. But it isn't that simple. It's complex. Here are 8 exceptions to his rules.
James Lange argues strongly for a specific spending order of your assets. But it isn't that simple. It's complex. Here are 8 exceptions to his rules.
James Lange, JD, CPA, in his excellent Retire Secure!, discusses a "beneficiary plan" he has been using for years with his estate planning practice. This plan has been featured in a number of other pu...
Retire Secure, by CPA/JD James Lange, is the best financial book I have read in the last year. I recommend you buy it and read it. However, it is not the first financial book you should read. But afte...