Picking the Proper Investments
Is Only One Component
Of Successful Wealth Planning
and Retirement Planning
Many professionals who advise clients about their investments, life insurance, and retirement planning primarily focus on wealth creation - - and often fail to fully take into account the impact of income taxes on both the accumulation phase and retirement distribution phase.
In order to do proper investment and retirement planning, you need to know:
- The Internal Revenue Code tax incentives and consequences for different kinds of investments and accounts, including:
- Bonds (both taxable and tax-free)
- Stocks (including dividends)
- Annuities (qualified and non-qualified)
- Life Insurance
- Oil and Gas
- Real Estate (including REITs)
- Qualified Retirement Plans (401(k)s, etc.) and IRAs (Traditional vs. Roth)
- How to apply the critical techniques of both tax sensitive asset “location” as well as tax sensitive asset “allocation”
- How to plan the most tax efficient exit from personal accounts, retirement accounts or both, when the client reaches retirement
Learn this and more by joining us and Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA for a 90-minute program entitled, “Tax Efficient Investment and Retirement Planning”.
- Program Title: Tax Efficient Investment and Retirement Planning
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording.
SKU RSK071415ODSP
Includes: Printed Handout Materials, plus CD-ROM with PDF copy of handouts and audio recording.
SKU RSK071415ODPP
+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.