Estate Planning

Estate Planning

Estate planning 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 estate planning.

Lange’s Cascading Beneficiary Plan

Jim describes how the Cascading Beneficiary Plan works with real life examples
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Lange's Cascading Beneficiary Plan
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Could this be the best estate plan for you?
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The Ideal Solution: Lange’s Cascading Beneficiary Plan with Disclaimer Options
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Optimizing IRAs and Retirement Plan Distributions

Year End IRA Review with Special Ed Slott, CPA
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Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Avoid These IRA Landmines with Seymour Goldberg, CPA, MBA, JD
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Ed Slott, CPA, America's Top IRA and Retirement Plan Expert
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Retirement Spending Order
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Optimizing IRAs and Retirement Plan Distributions
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Using Trusts to Protect Your Family 

How Often Should You Review Your Wills & Trusts?
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The Importance of Transferring Assets to a Trust
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Using Trusts to Protect your Family with Matt Schwartz
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Trusts to Protect Your Family with Bruce Steiner, JD
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A Discussion About Trusts with Special Matt Schwartz
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Reviewing Your Wills and Trusts
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Roth IRAs & Trusts
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Estate Planning How-To (four part series; mini course no longer available)
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The Total Return Trust
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The Ideal Solution: "Lange's Cascading Beneficiaries Plan" with Disclaimer Options
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Income Taxes are Now More Important in Estate Planning than Estate Taxes for Most Families

Estate Planning with Matt Schwartz, JD
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The New Estate Tax Laws
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Optimizing IRAs and Retirement Plan Distributions
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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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