Video Resources

Charitable Remainder Trusts Length: 5:22

Roth IRA Conversions: A Key Defense Against the SECURE Act Length: 4:12

Lange’s Cascading Beneficiary Plan: A Key Defense Against the SECURE Act Length: 5:35

What Are the Exceptions to the SECURE Act? Length: 6:14

What is the SECURE Act? Length: 3:25

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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