Retire Secure!

Episode 34 - The Ideal Beneficiary of Your IRA


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CPA/Attorney James Lange and Nicole DeMartino discuss the Ideal Beneficiary of the IRA. The two will discuss topics that include;

    Update on Pending Legislation for Roth Designated Account Conversions

    Minimum Required Distributions for IRAs

    Two Basic Types of Beneficiaries

    Estate Tax Exemptions

    Lange's Cascading Beneficiary Plan


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Retire Secure!By James Lange

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