The SECURE Act Into Effect January 1st!

On December 20th, President Trump signed a spending bill which had attached to it a piece of legislation that much of the estate, tax and financial world has been anxiously awaiting for an update on called the Setting Every Community Up for Retirement Enhancement Act, otherwise known as the SECURE Act.  The SECURE Act went into effect January 1st, 2020 and is about to dramatically impact retirement planning for you and your clients!

As many are aware, the most important provision of the SECURE Act to impact our clients and the planning we do for them includes the elimination of the stretch IRA in favor of the 10-year rule.  This change will decrease wealth transfer and involve a need for updates and changes to clients’ estate plans.

Join us and nationally renowned CPA and IRA expert, Robert S. Keeebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a special presentation replay entitled, “Tax & Estate Planning for IRAs After the SECURE Act.”

During this 90-minute presentation, Bob will cover the following:

  • Urgent estate administration planning opportunities for late 2019 deaths
  • Strategies all estate planners can use to help avoid disasters in case of early 2020 deaths
  • Why most conduit trusts are now imprudent (or worse!) and how to resolve the potential disaster they may cause!
  • Changes and strategies to help avoid a spendthrift disaster
  • How to help clients select the right beneficiary to receive the IRA
  • New spousal rollover trap and disclaimer planning
  • Understanding the taxation of trusts named as IRA beneficiaries (IRD meets DNI)
  • Examples to explain the quantitative difference under the new law
  • New planning opportunities created for using CRTs to help maintain deferral and bracket management
  • Mathematics of SECURE Act motivated Roth conversions for better bracket management and greater wealth transfer
  • Using IRA Trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout
  • How life insurance planning can be better utilized to enhance bracket management
  • Using Second-to-Die insurance to increase wealth transfer
  • Urgent action steps and planning you need to consider for any ill (or dying) clients
  • PLUS, you will receive flowcharts, checklists and practical tools to help you and your clients!

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: Tax & Estate Planning for IRAs 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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