Roth IRA Advisor

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The Ideal Solution: "Lange's Cascading Beneficiaries Plan" with Disclaimer Options

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

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