Video ResourcesCharitable Remainder Trusts Length: 5:22Roth IRA Conversions: A Key Defense Against the SECURE Act Length: 4:12Lange’s Cascading Beneficiary Plan: A Key Defense Against the SECURE Act Length: 5:35What Are the Exceptions to the SECURE Act? Length: 6:14What is the SECURE Act? Length: 3:25The Risk of Roth IRA Recharacterizations & The Death of the Stretch IRA Length: 8:58Roth IRA Recharacterizations and The Death of the Stretch IRA Length: 7:55Part II: How Roth IRA Conversions Can Help Protect You Against the Death of the Stretch IRA Length: 7:39How Roth IRA Conversions Can Help Protect You Against the Death of the Stretch IRA Length: 10:11The Best Time for Roth IRA Conversions: Before or After the Death of the Stretch IRA Length: 9:07Do Roth IRA Conversions Make the Rich Even Richer? Length: 8:25How Roth IRA Conversions Can Benefit You Even If the Death of the Stretch IRA Doesn’t Pass Length: 8:20The Roth IRA Conversion Breakeven Point & the Death of the Stretch IRA Length: 10:05Roth IRA Conversions and the Death of the Stretch IRA Length: 13:29Should Your Health Affect Your Social Security Decisions? Length: 5:40Social Security After Divorce: Don’t Overlook the Possibilities Just Because You Hate Your Ex Length: 9:23Part II: The Best Age to Apply for Social Security Benefits after the Death of the Stretch IRA Length: 7:57The Best Age to Apply for Social Security Benefits after the Death of the Stretch IRA Length: 9:23Social Security Planning, Roth IRA Conversions & the Death of the Stretch IRA Length: 6:12President Trump’s Tax Reform Proposal and How it Might Affect You Length: 6:30How Flexible Estate Planning Can be a Solution for Death of the Stretch IRA Length: 3:30Using Lange’s Cascading Beneficiary Program as a Possible Solution for Death of the Stretch IRA Length: 5:22Using Roth Conversions as a Possible Solution for Death of the Stretch IRA Length: 7:43Using Gifting as a Solution for Death of the Stretch IRA Length: 2:10The Exclusions for the Death of the Stretch IRA Length: 3:57Why is the Death of the Stretch IRA Legislation Likely to Pass? Length: 3:03How the Fiduciary Rule Affects You Length: 8:07What Should You Do Now About the Death of the Stretch IRA? Length: 8:27Can a Charitable Remainder Unitrust Protect Your Heirs From the New IRA Tax Rules? Length: 11:38The Nitty Gritty Details of the Stretch IRA Length: 11:05Exceptions to the Death of the Stretch IRA Length: 7:29What is The Death of the Stretch IRA? Length: 8:55Workshop: The Death of The Stretch IRA Length: 4:30Workshop: Using Stretch IRAs to Preserve Wealth Length: 2:27Workshop: Who Should Be Your Executor? Length: 4:34Workshop: Lange’s Cascading Beneficiary Plan Length: 5:11Workshop: How Are Required Minimum Distributions Calculated? Length: 2:49Workshop: The Importance of Transferring Assets to a Trust Length: 2:49Workshop: How Often Should You Review Your Wills & Trusts Length: 2:03Beware of Fighting the Last War (with John Bogle) Length: 5:47There is No Escaping Risk (with John Bogle) Length: 4:08Simple Rules for Investment Success (with John Bogle) Length: 3:24Time is Your Friend, Impulse is Your Enemy. (with John Bogle) Length: 5:20“Don’t do something, just stand there!” (with John Bogle) Length: 5:32The Cause of the Recession and How to Fix It (with John Bogle) Length: 9:21The 10 Gatekeepers of our Financial System (with John Bogle) Length: 6:47Conflict of Interest in Our Broken System (with John Bogle) Length: 3:10What Hurts the Everyday Investor Now? (with John Bogle) Length: 2:30A Loser’s Game (with John Bogle) Length: 1:53Investment vs. Speculation (with John Bogle) Length: 4:12John Bogle on the Value of Having an Advisor Length: 1:16Don’t go through the hassle of revisions! Length: 2:40Is your will still relevant? Length: 2:00Will Not Understanding the New Estate Tax Laws Impact Your Estate? Length: 2:27How to Take Advantage of the New Gift Tax Exemption Length: 1:58Are you saving for college? Length: 1:56Should Personalty Assets Be Included in your Will? Length: 2:40The Benefits of Flexible Estate Planning Length: 2:00How You Should Respond to Estate Tax Reform Length: 2:27The Tax Benefits of Gifting – The Nitty Gritty Length: 1:58The Best Ways to Accumulate Money While Still Working Length: 3:04Setting Up Your own 401(k) Plan Length: 4:14The Possible Pitfalls of Roth IRA Contributions Length: 2:20Lower Tax Brackets = Better Roth IRA Conversion Benefits Length: 2:50A Real-Life Deathbed IRA Conversion Story Length: 2:41The Impact a Roth IRA Conversion has on Heirs Length: 4:05Jim’s Own Roth IRA Conversion Story Length: 2:30The Essence of Roth IRA Conversions Length: 2:45“The Secret” is Purchasing Power Length: 5:54The Best Years to Make a Roth IRA Conversion Length: 0:33Qualifying the Advantages of Roth IRA Conversion Length: 0:57SaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSaveSave
