Retire Secure! by James Lange

Author:James Lange
Language: eng
Format: epub
Publisher: Retire Secure Press
Published: 2015-03-21T16:00:00+00:00

After the first edition of Retire Secure! was published, I was invited to make presentations and train financial planners all over the country. One night, one of the financial planner attendees offered me a ride from my speaking engagement to my hotel. He told me that he read my book and talked to his parents about changing their wills and IRA beneficiary designations consistent with my recommendations. Even though both of his parents were in good health at the time, they listened to their son and changed their estate plan to the cascading beneficiary plan and made a series of large Roth IRA conversions. Unexpectedly, not long after making the recommended changes, his father died. In terms of benefits for the next generation, the planner conservatively valued the difference between the old plan and the new plan in millions of dollars. His “aha” moment was realizing that this advice works. But more important, he did something about it! If you think this advice is right for you, take action, preferably with the help of a qualified expert.

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