Video Resources

The Risk of Roth IRA Recharacterizations & The Death of the Stretch IRA
Length: 8:58
Roth IRA Recharacterizations and The Death of the Stretch IRA
Length: 7:55
Part II: How Roth IRA Conversions Can Help Protect You Against the Death of the Stretch IRA
Length: 7:39
How Roth IRA Conversions Can Help Protect You Against the Death of the Stretch IRA
Length: 10:11
The Best Time for Roth IRA Conversions: Before or After the Death of the Stretch IRA
Length: 9:07
Do Roth IRA Conversions Make the Rich Even Richer?
Length: 8:25
How Roth IRA Conversions Can Benefit You Even If the Death of the Stretch IRA Doesn’t Pass
Length: 8:20
The Roth IRA Conversion Breakeven Point & the Death of the Stretch IRA
Length: 10:05
Roth IRA Conversions and the Death of the Stretch IRA
Length: 13:29
Should Your Health Affect Your Social Security Decisions?
Length: 5:40
Social Security After Divorce: Don’t Overlook the Possibilities Just Because You Hate Your Ex
Length: 9:23
Part II: The Best Age to Apply for Social Security Benefits after the Death of the Stretch IRA
Length: 7:57
The Best Age to Apply for Social Security Benefits after the Death of the Stretch IRA
Length: 9:23
Social Security Planning, Roth IRA Conversions & the Death of the Stretch IRA
Length: 6:12
President Trump’s Tax Reform Proposal and How it Might Affect You
Length: 6:30
How Flexible Estate Planning Can be a Solution for Death of the Stretch IRA
Length: 3:30
Using Lange’s Cascading Beneficiary Program as a Possible Solution for Death of the Stretch IRA
Length: 5:22
Using Roth Conversions as a Possible Solution for Death of the Stretch IRA
Length: 7:43
Using Gifting as a Solution for Death of the Stretch IRA
Length: 2:10
The Exclusions for the Death of the Stretch IRA
Length: 3:57
Why is the Death of the Stretch IRA Legislation Likely to Pass?
Length: 3:03
How the Fiduciary Rule Affects You
Length: 8:07
What Should You Do Now About the Death of the Stretch IRA?
Length: 8:27
Can a Charitable Remainder Unitrust Protect Your Heirs From the New IRA Tax Rules?
Length: 11:38
The Nitty Gritty Details of the Stretch IRA
Length: 11:05
Exceptions to the Death of the Stretch IRA
Length: 7:29
What is The Death of the Stretch IRA?
Length: 8:55
Workshop: The Death of The Stretch IRA
Length: 4:30
Workshop: Using Stretch IRAs to Preserve Wealth
Length: 2:27
Workshop: Who Should Be Your Executor?
Length: 4:34
Workshop: Lange’s Cascading Beneficiary Plan
Length: 5:11
Workshop: How Are Required Minimum Distributions Calculated?
Length: 2:49
Workshop: The Importance of Transferring Assets to a Trust
Length: 2:49
Workshop: How Often Should You Review Your Wills & Trusts
Length: 2:03
Beware of Fighting the Last War (with John Bogle)
Length: 5:47
There is No Escaping Risk (with John Bogle)
Length: 4:08
Simple Rules for Investment Success (with John Bogle)
Length: 3:24
Time is Your Friend, Impulse is Your Enemy. (with John Bogle)
Length: 5:20
“Don’t do something, just stand there!” (with John Bogle)
Length: 5:32
The Cause of the Recession and How to Fix It (with John Bogle)
Length: 9:21
The 10 Gatekeepers of our Financial System (with John Bogle)
Length: 6:47
Conflict of Interest in Our Broken System (with John Bogle)
Length: 3:10
What Hurts the Everyday Investor Now? (with John Bogle)
Length: 2:30
A Loser’s Game (with John Bogle)
Length: 1:53
Investment vs. Speculation (with John Bogle)
Length: 4:12
John Bogle on the Value of Having an Advisor
Length: 1:16
Don’t go through the hassle of revisions!
Length: 2:40
Is your will still relevant?
Length: 2:00
Will Not Understanding the New Estate Tax Laws Impact Your Estate?
Length: 2:27
How to Take Advantage of the New Gift Tax Exemption
Length: 1:58
Are you saving for college?
Length: 1:56
Should Personalty Assets Be Included in your Will?
Length: 2:40
The Benefits of Flexible Estate Planning
Length: 2:00
How You Should Respond to Estate Tax Reform
Length: 2:27
The Tax Benefits of Gifting – The Nitty Gritty
Length: 1:58
The Best Ways to Accumulate Money While Still Working
Length: 3:04
Setting Up Your own 401(k) Plan
Length: 4:14
The Possible Pitfalls of Roth IRA Contributions
Length: 2:20
Lower Tax Brackets = Better Roth IRA Conversion Benefits
Length: 2:50
A Real-Life Deathbed IRA Conversion Story
Length: 2:41
The Impact a Roth IRA Conversion has on Heirs
Length: 4:05
Jim’s Own Roth IRA Conversion Story
Length: 2:30
The Essence of Roth IRA Conversions
Length: 2:45
“The Secret” is Purchasing Power
Length: 5:54
The Best Years to Make a Roth IRA Conversion
Length: 0:33
Qualifying the Advantages of Roth IRA Conversion
Length: 0:57

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