Large IRAs Are A Ticking Tax
“Time Bomb”!
(and you better know how to “defuse” them!)
The good news is that many of your clients (and prospects) have saved substantial taxes by contributing to IRAs (and qualified retirement plans that may rollover to IRAs soon). The better news is that their IRA (or company plan) investments may have grown in size over time and they now have a retirement fund of $250,000, half a million or more.
This bad news is your clients (and prospects) likely have no IRA or retirement plan “exit strategy” at all. And, without it, they’re going to get walloped with income taxes when it comes time to draw them down.
Whether you’re a financial advisor, CPA, life insurance agent or estate planning attorney, you have an opportunity to be a “hero” if you know:
- How the new “5 tier” income tax system may have devastating consequences for large IRAs
- When and how to use Roth conversions (not only with IRAs but with 401(k)s, too)
- Appropriate situations for the use of IRA “relocation” strategies
- “Smart” stretch IRA planning
- Why and how to isolate “basis”
- How testamentary charitable remainder trusts can act as an escape valve
- The possible negative impact of naming a trust as IRA beneficiary (and how to minimize it)
- Program Title: Special Tax Planning for Large IRAs
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
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.