Now with the SECURE Act in effect…

Are You Going to Be Advising Clients
on IRA and Retirement Planning Strategies
By Just Making a Judgment Call
Or Are You Actually Going to Do the Math?

The SECURE Act brings with it a giant paradigm shift from life expectancy distributions to a 10-year distribution.  At its core, it presents a mathematical problem to advisors in figuring out how best to advise clients.

Tried and true strategies to mitigate built-in income tax consequences of “inherited” IRAs gain importance with a 10-year rule. It is absolutely critical for lawyers and fellow estate planners to understand the mathematics these changes bring along with it and the planning strategies that now make the most sense to help mitigate the impact of lost deferral.

Whether you’re a CPA, financial advisor or estate planning attorney, you (and your clients) will profit by joining us and nationally renowned tax and estate planning expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a plain-English presentation entitled, “The Mathematics of Estate Planning for IRAs After the SECURE Act”.

During this 90-minute presentation, Bob will cover:

  • The mathematical pillars if income tax deferral, bracket management, conversion of ordinary income to long-term capital gain and tax-free insurance death benefits
  • How to explain these concepts and planning strategies to your clients utilizing flowcharts and quantitative illustrations
  • The mathematics of four key types of trusts and beneficiary distributions from trusts
  • The good, bad and the ugly of Conduit Trusts after the SECURE Act (and when Conduit Trusts should never be used!)
  • The mathematics behind avoiding the 5-Year Rule in favor of the 10-Year or Life Expectancy Rules
  • A thorough understanding of the deferral and tax rate arbitrage associated with CRTs
  • An in-depth look and breakdown of the Section 664 CRT tier rules and converting ordinary IRA to long-term capital gain
  • A review of the income and estate tax-free benefits of IRA relocation utilizing life insurance
  • Advanced insurance strategies including policy designs to maximize ROI
  • Understanding the effectiveness of Roth IRA Conversions and a look at the real factors used to decide who should (and who should not!) convert
  • How to integrate Roth IRA conversion planning with Eligible IRA Disability Trusts and IRA Trust Planning
  • The benefits of utilizing the State Tax-Exempt IRA Trust to reduce state income taxes
  • The tax rate arbitrage of spreading income across trust beneficiaries and across family members
  • Changes to estate tax planning for IRAs following the SECURE Act
  • And much more!

This is not a program designed only to help wealthy clients. This course will provide solid planning strategies and guidance for the mass affluent. When properly applied, the strategies covered in this course will provide tremendous value to your clients and help you demonstrate an unparalleled level of knowledge and expertise that your clients will surely benefit from!

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: The Mathematics of 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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