LANGE'S CASCADING BENEFICIARY PLANsm is an Estate Planning Service Mark of James Lange.
Protect your family when you're gone by establishing beneficiary guidelines
Pick a subtopic below and choose Audio, Video, or Text. Then listen, watch, or read more about the subject you chose. You can also read about beneficiaries on our blog!
The Death of the Stretch IRA
Inheriting IRAs and Roth IRAs with Michael J. Jones
The End of the Stretch IRA with Ed Slott
Length: 50:24
Length: 48:01
Inherited IRAs and retirement plans
The Ideal Beneficiary for your IRA Inheriting a Roth IRA The Inherited IRA Roth IRA Conversions – The Impact on Heirs
A Closer Look at Inherited IRAs with Natalie Choate, Esq.
Length: 52:47
Length: 50:22
Inheriting an IRA or 401(k)
Length: 3:04
Length: 2:46
Length: 2:05
Length: 4:05
Beneficiary Designations
The Ideal Beneficiary for your IRA Roth Conversions & Charitable Beneficiaries Non-Proportional Beneficiaries
Ideal Beneficiary Designations with Matt Schwartz, JD
Length: 50:12
Length: 50:22
Roth IRA Beneficiaries
Length: 2:25
Length: 1:10
Length: 1:30
Parents and Children
Your Parents’ Safe Retirement with Jack Tatar, MBA Renowned Expert on Children’s Finances – Five Answers to the Most Important Investment Questions with Neale Godfrey Estate Planning for the Modern Blended Family with Paul Hood, JD, LLM Tips for Grandparents with John Gallo, JD and Eileen Gallo, PhD
Ideas for Teaching Children How to Be Financial Fit
Length: 53:19
Length: 50:39
Length: 49:58
Length: 54:33
Length: 51:16