P & G Planning Videos

by John Cornetet, CPA, 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.