Using IRAs and Qualified Plans
to Help Your Clients with Income Tax Planning
Retirement distribution planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with this kind of planning. During this session the critical tax aspects of IRAs, IRA distribution planning, Roth IRAs, and the ways to avoid some of the most common mistakes will be discussed.
Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for the following presentation entitled, “Income Tax Planning with IRAs and Qualified Retirement Plans”.
During this 90-minute presentation, Bob will cover the following:
- Understanding the foundational tax concepts of retirement distribution planning
- Understanding the final minimum distribution regulations
- Understanding rollover strategy issues and regulations
- Designating beneficiaries under the final minimum distribution regulations
- Understanding the key exceptions to the 10% additional tax on pre-59 1/2 distributions
- An overview of Roth IRAs and the impact of distribution planning
- Qualified Plan Distribution planning and the effect on taxation
- The basic income tax advantages of IRAs & other qualified retirement plans
- How to manage IRA rollovers
- How to make an effective Roth Conversion
- Understanding the basic prohibited transactions and unrelated business taxable income
- How to make tax-efficient account distributions
- And much, much more!
Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.
- Program Title: Income Tax Planning with IRAs and Qualified Retirement Plans
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.