IRAs Require Special Planning
Most advisors know that Qualified Retirement Plans are protected from bankruptcy and creditors under ERISA. But that’s not true for IRAs.
There are lots of special asset protection issues when planning for IRAs, many of which are misunderstood or simply overlooked due to lack of knowledge.
- What level of bankruptcy and creditor protection is afforded to IRAs, under federal and state laws?
- What’s the impact on the IRA owner during lifetime and the beneficiaries when the IRA is inherited?
- Is the “Trusteed IRA” a possible asset protection solution?
- Can trusts be used to provide asset protection for IRAs?
- What are the pluses and minuses of using different kinds of trusts (for not only asset protection but income tax savings as well)?
- Living Trusts?
- Revocable Standalone Beneficiary Trust?
- Irrevocable Standalone Beneficiary Trust?
- “Conduit” versus “Accumulation” Trust?
- What are the common mistakes to avoid when IRAs are payable to trusts?
- How is planning for (or moving) trust situs a powerful planning tool?
Learn all this and more by attending a special 90-minute presentation with speaker, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, entitled “Asset Protection Planning for IRAs”.
- Program Title: Asset Protection for IRAs
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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 Planning Counsels. 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…
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.