webinar register page

The Best and Most Flexible Estate Plan for Retirement Plan Owners

Between the SECURE Act and pending tax hikes, unless Americans with $1M+ in IRAs or retirement plans take aggressive action, their loved ones will likely take a massive income tax hit on the monies in those plans...

This workshop will concentrate on the proactive planning steps you can take now to protect your estate, including the funds in your IRAs & retirement plans, from Uncle Sam.

We will review what we consider the best estate plan for most married IRA owners but will also cover some advanced trust planning.

In this educational workshop, we will dive into:

• The details of the best, and most flexible, estate plan for married retirement plan owners: Lange’s Cascading Beneficiary Plan.

• Should your heirs inherit your IRA and other retirement assets directly, or would naming a trust be wiser?

• Do you need the ever more popular “I don’t want my no-good son-in-law to inherit one red cent of my money trust?”

• We will combine our newest thinking with some of our classic strategies for protecting your children or grandchildren from themselves, but also creditors, possibly including their spouse.


Presented by James Lange, CPA/Attorney/Registered Investment Advisor:

James Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). A prolific author, Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998. He went on to write 9 best-selling books including Retire Secure!, which received praise from many of the country’s top financial experts including Charles Schwab, Larry King, Jane Bryant Quinn, and Roger Ibbotson.

Jim’s RIA oversees $900 million under management, his law firm has completed 2,857 estate plans and his CPA firm prepares 760 tax returns annually.

Feb 21, 2023 01:30 PM in Eastern Time (US and Canada)