 |
The
Ideal Solution: "Lange's Cascading Beneficiaries Plan" with
Disclaimer Options
by James
Lange, CPA, JD |
 |
| I will have an article detailing
the specifics of my recommendations in the forthcoming March edition
of Financial Planning magazine.
This same system is advocated in my
article, Life Simplified and Sweetened-Sweeping
Changes for IRAs and Retirement Plans on Brentmark's site, www.rothira.com.
The concept of disclaimers as it applied
to the old law can be found in my articles Spreading
the Wealth published in Financial Planning magazine,
September 1995, and Time
to Spend, Not Save published in Financial Planning
magazine, September 1997. Another
relevant article, IRAs After the TRA '97 - What
Hath Congress Roth, was published in The Tax Adviser,
May 1998 (a peer reviewed journal of the American Institute of Certified
Public Accountants).
Return
to: The Ideal Solution: "Lange's
Cascading Beneficiaries Plan" with Disclaimer Options
|
|
James Lange,
CPA,
JD has a thriving retirement and estate planning practice in Pittsburgh,
Pennsylvania. He focuses
on the unique needs of individuals with appreciable assets in their
IRAs and 401(k) plans. His
plans include tax-savvy advice, will and trust preparation, 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, and his articles are frequently published
in Financial Planning, Kiplinger's Retirement
Report and
The Tax Adviser.
|
|
|
Claim Your FREE 12-Part Mini-Course
Getting the Most Out of What You’ve Got:
How to Make Your Money Last for Life – and Beyond
Jim’s tips for getting the most out of your existing IRA, retirement plans and more. You’ll automatically receive our monthly Retire Secure! newsletter to keep you up-to-date on news and issues that affect your retirement money. And, you’ll receive a bonus report titled: The Ideal Beneficiary Designation of Your Retirement Plan: Lange’s Cascading Beneficiary Plan.
** We respect your email privacy. |
|
"In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike."
–Charles Schwab
|
PayTaxesLater.com - The Ultimate Web Resource For IRA and Retirement Plan Owners
|
|
