0       0

Advanced Estate Planning Conference 2012


Pre-Death IRA Planning


Jul 24, 2012 11:00am ‐ Jul 24, 2012 12:15pm

Description

During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities that are out there which can preserve retirement funds for a longer period of time. Nevertheless, with a decent understanding of the basic IRA rules, one will be able to plan around the key issues and identify opportunities.

This session will discuss:

  • Required minimum distribution (RMD) rules
  • “Stretch” IRAs
  • Naming qualified designated beneficiaries
  • Tactical withdrawals from IRAs to manage tax brackets
  • Other pre-death IRA planning opportunities: Roth IRA conversions,
  • IRA-ILIT strategy, IRA annuity strategy

Speaker(s):

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

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content