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Topics include: • Inherited IRA concept • Life insurance in qualified plans — what works and what does not • Spousal rollover rules — opportunities and issues • Understanding 72(t) distributions — the hidden rules • Waiver of the 60-day rule — how a waiver is obtained • Roth IRA conversions and recharacterizations • Roth IRA distributions in a rising tax environment • IRA distributions after death — understanding and implementing the inherited IRA • Charitable IRA strategies • Charitable remainder trusts — when to use • IRC § 691(c) deduction • Lump-sum distribution planning • Net unrealized appreciation — economics, law and modeling
Speaker(s):
Robert
S. Keebler,
CPA/PFS, MST, AEP (Distinguished),
Partner,
Keebler and Associates, LLP
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