by John Cornetet, J.D., CFP
These videos are primarily intended for employee and retirees of P&G. They cover some of the unique issues and opportunities available to employees retiring from the Procter & Gamble Company.
My goal is to help you understand the topics of estate planning, income tax planning, retirement planning, and financial planning. The table of contents is as follows:
| Basic Estate Planning | This video will explain the need for and documents used in a basic estate plan. |
| Advantages of a Trust | This video will explain the main advantages of using a Trust as a part of your estate plan. |
| Using a Bond Ladder | This video will explain how a bond ladder reduces risk to your retirement plan in the first years of retirement. |
| Frank Duke Method | This video will explain the benefits of using the Frank Duke method. It also describes how the method differs for the standard approach. |
| Retirement Plan Distribution Options | This video will explain your three distribution options when taking your retirement funds away from P&G. It will describe the advantages and disadvantages of each approach. |
| Second Marriage Estate Plans | This video will explain how to set up an estate plan in a second marriage to balance the plan between your spouse’s needs and your children’s needs. |
| Generation Skipping Trust | This video will explain how a Generation Skipping Trust works and the advantages of using one as a part of your planning. |
| Inherited IRA | This video will explain the different tax rules that apply to your beneficiary. It will show you ways to protect an IRA payable to a child. |
| Probate Process | This video will explain the Probate process and how to avoid it in your estate plan. |
| Roth IRA | This video will explain why and how to convert your traditional IRA into a Roth IRA. |
| Retire Age 55 to 59½ | This video will explain how to access your retirement funds and diversify if you retire between ages 55 and 59½. |
| Cash Flow Planner | This video will explain how to create a cash flow plan and budget system that will last your retirement life. |
| Disclaimer Trust | This video will explain how to use a Disclaimer Trust to build flexibility and asset protection into your estate plan. |
| Money Management | This video will explain the cost of money management. Hire a manager or do-it-yourself? |
| Partial Rollover | This video will explain how a partial rollover of your retirement funds reduces taxes and provides other retirement benefits. |
To view these videos, I ask that you please provide me with your name and email address. I am requesting your name and email address for my use only. I may from time to time announce seminars; send newsletters; or other timely updates. I will not give your email address to any other person. Once you click the Submit button below, you will be linked to the videos.