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Live Gay, Retire Rich
Live Gay, Retire Rich

Live Gay, Retire Rich


275 Pages, 6.03 x 8.99

Formats: Trade Paper, EPUB

Trade Paper, $17.99 (US $17.99) (CA $24.29)

Publication Date: November 2015

ISBN 9780990358855

Rights: WOR

Retire Secure Press (Nov 2015)


eBook Editions Available

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Price: $17.99


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. Gay retirement, gay retirement planning, lgbt finance, retirement, retirement planning, same sex marriage, retirement age, social security, gay marriage, lgbt retirement, lgbt retirement planning, gay financial planning, gay trust plan, gay marriage supreme court, lgbt planning, lesbian retirement, assets under management, gay estate plan, Roth IRA, Roth IRA Conversions, IRA, 401k, 403b, gay retirement saving, gay money, investing, investments, finances, tax planning, taxes, money management, lgbt retirement, personal finance


"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®, 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

Author Biography

James Lange, CPA/Attorney Attorney/CPA James Lange started the first estate planning website for same-sex couples -- in Pittsburgh in 2002. With 30 years of retirement and estate planning experience, Lange and his team have drafted more than 1,800 wills and trusts. Jim is the author of two bestselling books including Live Gay, Retire Rich!! Pay Taxes Later (Wiley, 2006 and 2009), which was endorsed by Charles Schwab, Larry King, Ed Slott, Jane Bryant Quinn, Roger Ibbotson, and Burton Malkiel and dozens of other financial experts. Jim also wrote The Roth Revolution, Pay Taxes Once and Never Again (Morgan James, 2011), which was endorsed by Ed Slott, Natalie Choate and Bob Keebler and many others. He is the creator of Lange's Cascading Beneficiary Plan™ and The Roth IRA Institute. Jim's strategies have been endorsed by The New York Times, The Wall Street Journal (35 times), Newsweek, Money Magazine, Smart Money, Reader's Digest, Financial Planning, Bottom Line, Kiplinger's, and many other publications. His articles have appeared in Bottom Line, Financial Planning, The Tax Adviser (the peer reviewed journal of the AICPA), and the Journal of Retirement Planning. Most recently, PA Lawyer Magazine published in their January/February 2014 issue, Jim's article, "The Demise of Federal DOMA, New Financial Planning Strategies for Same-Sex Couples." Audio archives and most transcripts of 110 hours of Jim's radio show, The Lange Money Hour, are available at