The SECURE Act Dramatically Impacts
Administration of IRAs and Qualified Plans!

(What You Need to Know and How to
Properly Advise Your Clients Right Now!)

The SECURE Act’s 10-year rule now dramatically changes most of the tried and true planning principles.  As an estate planner, how you will want to advise clients and approach spousal rollovers, disclaimer and income tax planning, and beneficiary payouts for IRAs and Roth IRAs are going to be drastically different.

Finding a balance between tax law, financial and property law issues, and now the SECURE Act is a maze that estate planners of all designations will need to know how to help navigate their clients and their families through.

This is why you will want to be sure to join us and nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a timely presentation entitled, “Estate Administration for IRAs and Qualified Plans After the SECURE Act”.

During this 90-minute, fast-paced program, Bob will cover all of the critical questions that must be addressed from the very first family meeting after a client passes away to the final retitling of the IRA account, including but not limited to the following:

  • Post-mortem IRA payouts after the SECURE Act (including the five critical exceptions you better know!)
  • The advantage of qualified disclaimers for late 2019 deaths
  • When you should (and should not!) consider spousal rollovers
  • Post-mortem IRA payouts when an IRA is payable to Conduit Trusts, Non-Designated Beneficiary Trusts, Designated Beneficiary Trusts, and Eligible Designated Beneficiary Trusts
  • The new Conduit Trust disaster thanks to the SECURE Act and how to reform conduit trusts to avoid the 10-year trust payout requirement
  • Foundational tax and property tax concepts of estate planning for retirement accounts after the SECURE Act
  • Understanding the Secure Act’s 10-Year Rule along with the existing and surviving 5-Year and “Ghost” Rule
  • What to do when an IRA is payable to an estate or Non-Designated Beneficiary Trusts
  • What you need to know about the special rules for eligible beneficiaries and Eligible Beneficiary Trusts
  • An in-depth look at the “Conduit Eligible Beneficiary Trust”
  • Spousal rollovers outright and from trusts (including the SECURE Act’s spousal rollover “trap”!)
  • Perfecting a trust as a Qualified Designated Beneficiary and what to do with charitable and older beneficiaries
  • Maximizing stretchout utilizing spousal rollovers and qualified disclaimers
  • State and federal property laws associated with IRAs and ERISA plans
  • The importance of proper planning for even modest IRAs and retirement plans
  • Understanding charitable bequests, Kenan and Section 642(c)
  • A look at Private Letter Rulings and how and when they may be helpful (and necessary)
  • And 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: Estate Administration for IRAs and Qualified Plans After the SECURE Act
  • Speaker:
  • Duration: 90 minutes

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

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 and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.


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.

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