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Advanced Personal Financial Planning Conference 2016

K1 - What the Sophisticated CPA, Lawyer and Financial Planner Need to Know About Planning for IRAs: Part I

Jan 17, 2016 8:00am ‐ Jan 17, 2016 12:00pm


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


  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP

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