Beneficiaries - For the Next Generation

Beneficiaries - For the Next Generation

Beneficiaries resources at your fingertips!

Browse our sub-topics below to watch, listen, or read more about your subject of interest. Interested in more? Swing over to our blog to for more information about beneficiaries and planning for the next generation.

The Death of the Stretch IRA

Ed Slott, CPA, on the End of the Stretch IRA
Listen to MP3 | Read Show Transcript


Inheriting IRAs and Roth IRAs with Michael J. Jones
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Inherited IRAs and retirement plans

A Closer Look at Inherited IRAs with Natalie Choate, Esq.
Listen to MP3 | Read Show Transcript


The Ideal Beneficiary of Your IRA
Listen to MP3 | Read Show Transcript


Inheriting an IRA or 401(k)
Watch Video


Inheriting a Roth IRA
Watch Video


The Inherited IRA
Watch Video


Roth IRA Conversions-The Impact on Heirs
Watch Video


How to Handle the Beneficiary of Your IRA in a Second Marriage
Read Article (PDF)


Dont Fall Victim to Bad IRA and Retirement Advice
Read Article (PDF)
What to leave behind: Choosing assets that will benefit your kids the most by Jonathan Clements
Read Article

 

Beneficiary Designations

Ideal Beneficiary Designations with Matthew Schwartz
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The Ideal Beneficiary of Your IRA
Listen to MP3 | Read Show Transcript


Roth IRA Beneficiaries
Watch Video


Roth Conversions & Charitable Beneficiaries
Watch Video


Non-Proportional Beneficiaries
Watch Video


How to Fill Out IRA and Retirement Plan Beneficiary Designations
Read Article (PDF)

 

Parents and Children

Ideas For Teaching Children How to be Financially Fit with Neale Godfrey
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Your Parents' Safe Retirement with Jack Tatar, MBA
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Renowned Expert on Children's Finances - Five Answers to the Most Important Investment Questions with Neale Godfrey
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Estate Planning for the Modern, Blended Family with Paul Hood, JD, LLm
Listen to MP3 | Read Show Transcript


Tips for Grandparents with Jon Gallo, JD & Eileen Gallo, PhD
Listen to MP3


Are You Saving for College?
Watch Video


Five Strategies for Helping Your Parents And Getting More from Their Estate by Jonathan Clements
Read Article
Giving Adult Children Financial Help WSJ
Read Article
Family Limited Partnership: An Attractive Estate Planning Tool
Read Article

 

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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