Video - What is The Death of the Stretch IRA?
What is The Death of the Stretch IRA?
What is a stretch IRA? This video will explain how your beneficiaries can, under current law, stretch your IRA and minimize the income taxes due. The ability to stretch your IRA can make a difference of millions of dollars to your child over his or her lifetime. The Death of the Stretch IRA refers to proposed legislation that will force your beneficiaries to pay all of the taxes due on your IRA within five years. The likelihood of this legislation passing is very good. Best-selling author James Lange urges you to watch this short video to learn more about this proposed law, because, for most Americans, the key to planning will be to avoid income taxes rather than estate taxes.
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.
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