Are You Aware of the Complexities of
IRAs in Second Marriages
(and Are You Addressing and Solving Them All?)
As an estate planning, tax or other financial professional, you may already know that significant planning challenges are presented by second marriages, particularly where one or both spouses bring in their own children.
But the Brady Bunch nightmare only gets worse when dealing with the couple’s IRAs - - where different applicable laws often intersect and become incredibly entangled.
For example, do you know:
- How state property laws impact IRA planning?
- What are the federal REA and ERISA issues you need to identify and address?
- How state UPIA and tax accounting rules affect minimum distribution calculations?
- Why Family Trusts and QTIP Trusts may not be the best planning options for IRAs?
- How asset protection issues intertwine with your various planning options?
- Even if you think you’ve given the best possible advice, what beneficiary designation traps are still lying out there?
Learn the answers to these and other critical planning questions by joining us and nationally renowned CPA, Robert Keebler, for an in-depth, 60-minute presentation, entitled, “Complexities of IRAs in Second Marriages - - and Solutions”.
- Program Title: Complexities of IRAs in Second Marriages – – and Solutions
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording.
SKU RSK100913ODSP
Includes: Printed Handout Materials, CD-ROM(s) with PDF handouts and audio recording.
SKU RSK100913ODPP
+S&H
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.