Video - Exceptions to the Death of the Stretch IRA

Video - Exceptions to the Death of the Stretch IRA

Exceptions to the Death of the Stretch IRA

In this short video, best-selling author James Lange discusses the exceptions to the Death of the Stretch IRA legislation. He explains in detail how the new law will affect your surviving spouse, siblings, children and grandchildren. He also discusses the amount that your beneficiaries might be able to exclude from the harsh new taxes that they will owe as a result of the Death of the Stretch IRA legislation.

Are you interested in learning more about the Death of the Stretch IRA legislation? You can watch Jim’s entire 1-hour webinar for free, by clicking this link:

» Return to Stretch IRA resources

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

Free Bonus!

As a gift, you'll receive a summary of Jim's bestseller, Retire Secure! - acclaimed by Charles Schwab, Ed Slott, Jane Bryant Quinn and 50 other financial professionals! Enter your e-mail address to receive our FREE e-newsletter!

Need a Keynote Speaker?

James Lange, CPA Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker Training Your Financial Advisors on the Latest, Cutting-Edge Roth IRA Conversion Strategies Jim Lange - Now Available to Train YOUR Team

» Learn More

Follow Us on Facebook