Live Gay, Retire Rich - Softcover

Editorial Reviews

This is an exciting time to be part of the LGBTQ community in America and it also is an important moment to take advantage of the financial opportunities that are now available to us. Jim Lange's book Live Gay, Retire Rich! is an easy-to-understand and valuable tool that will help us navigate the financial waters and successfully plan for our future. --Billie Jean King, Founder, Billie Jean King Leadership Initiative

Jim has generously pledged the proceeds from this book to Freedom to Marry and naturally, I appreciate that. But what I really appreciate is his bringing his expertise to bear on helping the couples for whom we have already won the freedom to marry. --Evan Wolfson (from the foreword), Founder and President, Freedom to Marry, A national campaign dedicated to marriage equality for same-sex couples

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. --Ed Slott, CPA, America s IRA Expert

Best-selling author, James Lange, has a richly deserved reputation for providing well-considered, practical advice on investing, retirement planning and tax management. Now he has turned his attention to the tremendous opportunities that have become available since the Supreme Court struck down a key provision of the Defense of Marriage Act. Same-sex couples will do themselves a huge favor by reading this book and acting on its advice. --Burton G. Malkiel, Author, 11th Edition of A Random Walk Down Wall Street

With the Supreme Court ruling in U.S. v. Windsor holding that Section 3 of the Defense of Marriage Act (DOMA) is unconstitutional, planning for same-sex couples has been radically changed. Jim Lange has written an invaluable guide for both practitioners and their clients as to how to plan in this new environment. This book is an outstanding edition for the reader. The changing world of health insurance and social security benefits is thoroughly discussed in the book. --Sidney Kess, CPA, J.D., LL.M., Author/Speaker, More than 1 Million CPAs have taken Kess Courses

This book makes it easy to learn the answers to all your questions about this topic, including many you might not have thought to ask. --Kaye A. Thomas, Author, Go Roth!

Live Gay, Retire Rich! is a must-read book for same-sex couples who want financial security for themselves and their heirs. James Lange applies his legal and tax experience with common sense, sound calculations, and action steps in an easy-to-read format. --Ron Kelemen, CFP(R), Author, The Confident Retirement Journey Your Personal Financial Roadmap The H Group, Inc. Salem, OR

Live Gay, Retire Rich! is a must read for LGBT couples wondering what is the best path for them pursue in regard to marriage. For many of my friends and family who are wrestling with this important issue, they often care more about fairness and access to marriage as an institution. Jim brings to the community a clear roadmap for how they can rationally approach the critical responsibilities and opportunities that might be afforded to them financially. I applaud his effort to use his legal and accounting expertise to help the community in such a practical manner. --Tim McCarthy, Author, The Safe Investor: How to Make Your Money Grow in a Volatile Economy

Live Gay, Retire Rich! is a must read, providing practical guidance on important planning issues. Financial planning for same-sex couples is evolving in response to changing federal and state laws, and Jim Lange's book provides invaluable advice in an easy to digest manner. --Daniel S. Kern, President and CIO, Advisor Partners

Like a breath of fresh air, the doors are being kicked open that address what society is demanding and that is same-sex couples are entitled to have their concerns and issues dealt with openly, consciously and appropriately. Kudos to Jim, for writing this terrific resource for planners, same-sex couples and other professionals who will benefit greatly from the knowledge, information and clarity provided. As a Financial Life Planner, these issues are essential to good practice and knowledge to help clients lead the life that is most important to them. Live Gay, Retire Rich! is a terrific resource and each topic is clearly explained with concise and easy to understand examples provided. Great job! --Michael F. Kay, CFP(R), President, Financial Life Focus, LLC

Live Gay, Retire Rich! provides a wealth of valuable information. It covers retirement plans, Social Security, income taxes, trusts and estate and inheritance tax issues. Given the recent Supreme Court decision and changes in the tax code, this book is a must read for same-sex couples. --Mel Lindauer, Forbes.com, Columnist, Co-Author, The Bogleheads' Guide to Investing, and Guide to Retirement Planning

In Live Gay, Retire Rich!, Lange not only jigsaws the pieces together for the LGBT community, but also provides great advice for the straight community. By using well thought out examples and clear graphs, even the most finance-challenged among us can follow along and be better able to meet our retirement goals. --Bart Astor, Author, Roadmap for the Rest of Your Life

The IRS, Social Security and many other government agencies have rules that are different for straight and gay couples. Jim Lange, a retirement expert, has written Live Gay, Retire Rich! to increase their wealth, cut their taxes, and dramatically increase their financial security. This is a book I can highly recommend for the gay community and those who work to serve them. All proceeds will go to the civil rights organization, Freedom to Marry. --Taylor Larimore, Co-Author, The Bogleheads Guide to Investing Co-Author, The Bogleheads Guide to Retirement Planning

"Jim Lange's book fills a much needed void by providing sound financial advice to same-sex couples. Implementing his recommendations can reduce taxes and permit same-sex couples to retire with dignity." --Dan Solin, Author of the Smartest series of books

Jim provides some invaluable strategies for many loving couples who are currently deprived of the same rights as their fellow citizens. His suggestions could mean thousands of dollars to couples who happen to live in certain states. Change is the only changeless norm when it comes to retirement planning. --Dan Keppel, Author, Maximize Your Social Security Benefits and Retirement Income

Live Gay, Retire Rich! shows you great ideas to help you achieve the most important financial goal of your life. Make your money last and go further than you ever thought possible. --Brian Tracy, Speaker, Sales Trainer, Author, Getting Rich Your Own Way

There are so many laws both federal and state and they affect same-sex couples differently. As a CPA and an attorney, James Lange has more than 30 years in estate and retirement-planning experience. He has made a specialty of retirement planning for same-sex couples. --Dan Poynter, Author, Publisher and Speaker

It's about time! CPA and attorney Jim Lange has written the essential financial guide for same-sex couples. Brimming with examples, case studies, and easily understood graphs, Lange has laid out a path that is simple to understand, simple to follow, and extremely valuable. If you're part of the LGBT community, you need this book! --Jan Cullinane, Author, The Single Woman's Guide to Retirement

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. --Jane Bryant Quinn, Columnist, AARP and Editorial Director, Daily Voice Author, Making the Most of Your Money NOW

Live Gay, Retire Rich! is an updated version of Retire Secure! for Same-Sex Couples, now updated to include the positive holding of the Supreme Court Case Obergefell v. Hodges and its implications. Highly reguarded and endorsed by dozens of financial professionals, Live Gay, Retire Rich lays out the best retirement and estate planning advices for same sex couples and teaches them how to make the most out of their retirement savings. For example:

There were two gay couples with identical financial resources. They each had the same amount of money, identical investments, identical taxes, and identical earnings history for Social Security purposes. The first couple didn't do any planning. The second couple followed the advice offered in Live Gay, Retire Rich! Doing reasonable projections, the first couple runs of out money in 28 years while the second couple has $1.4 million and their portfolio continues to increase.

What was the difference? The first couple didn't follow the advice in Live Gay, Retire Rich, but the second couple did. The first couple never got married, started receving Social Security benefits at 62, didn't make any Roth IRA conversions, and didn't use key IRA and retirement plan estate planning strategies recommended in Live Gay, Retire Rich! The second couple did get married, used our recommended apply and suspend technique for Social Security, did a series of Roth IRA conversions, and used the key IRA and retirement plan estate planing strategies we recommend.

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