Description

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), CGMA , Partner, Keebler and Associates, LLP