The IRA Stretchout Rules
Are About to Dramatically Change!

What Should You (and Your Clients) Do Now?

A new bill is about to pass in Congress that is set to become one of the biggest bills for retirement planning that we’ve seen in years.  On its surface, it appears to be intended to increase workers’ qualified retirement plan options; however, buried in it is a little-known provision to offset the anticipated lost revenue by increasing the taxation of inherited IRAs by severely shortening the required minimum distribution stretchout (or payout) period!

Whether you’re a CPA, financial planner or estate planning attorney, you need to understand how these new IRA stretchout rules will work - - and, more importantly, what new and different planning you will need to recommend to your clients to adapt to them.

Join us and nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very special and timely presentation entitled, “IRA Planning After the SECURE Act”.

During this 90-minute presentation, Bob will give you a “first look” at this Bill and will cover the following:

  • The changes in life expectancy payouts on traditional and Roth IRAs
  • The “exceptions” to the new stretchout rules
  • The impact of the loss of deferral and bracket compression on wealth transfer planning
  • How CRTs may now be used to maintain deferral and bracket management - - the law and the math
  • Why Roth IRA Conversions now make even more sense!
  • How to design (or redesign) IRA beneficiary trusts and Living Trusts to avoid the conduit trust nightmare scenario!
  • How to use IRA trusts in low income tax states to avoid or delay the state taxation of the larger, quicker payout
  • Why and when to use life insurance on the IRA owner to enhance bracket management - - the unbiased math
  • Looking at second-to-die insurance again when the IRA owner is married to increase wealth transfer
  • Urgent action steps to take for the ill and dying client!
  • Other effective income and estate planning strategies!
  • And much more!

Your purchase includes: Downloadable PDF handouts and MP3 audio recording. You can also add on the PDF transcript to your purchase during the checkout process for an additional fee.

  • Program Title: IRA Planning 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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