Take a Deeper Look at Roth IRAs
And You’ll Reveal
Some Great Planning Opportunities!
Most professionals are aware of how a Roth IRA conversion works and how much it can benefit your clients, but are you up-to-date with the more advanced Roth strategies?
There are numerous planning techniques that can be implemented, along with your client’s Roth IRA, that can greatly enhance the benefits to your client. With the new rules on portability and the higher estate tax exclusion amount, some of these strategies have become even more impactful for many clients.
Join Robert Keebler, CPA, MST, AEP for a 90-minute program entitled, “Advanced Roth IRA Strategies”.
You’ll learn:
- How to structure a proper Roth conversion
- The intricacies of Roth re-characterization
- The Roth IRA relocation strategy and the use of life insurance
- How to maximize Roth IRAs given the new higher estate exclusion amount and Portability
- How to design the proper beneficiary form
- Why a Roth conversion is superior to the IRA Section 691(c) deduction
- How stretch Roth IRAs compare to stretch traditional IRAs
- When and how to use life insurance to protect a Roth IRA
- The use of Roth IRAs to fund GST exempt trusts
- Who should never convert to a Roth
- Who should always convert to a Roth
- Pre-mortem planning with Roths
- Program Title: Advanced Roth IRA Strategies
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording. SKU RSK042314ODSP
+S&H
Includes: Printed Handout Materials, plus CD-ROM with PDF copy of handouts and audio recording. SKU RSK042314ODPP
+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.