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Advanced Estate Planning Conference 2014


IRA Planning - Part 2 - Session materials are over 50 pages.


Jul 21, 2014 2:55pm ‐ Jul 21, 2014 4:10pm

Standard: $29.00

Description

Most IRA/qualified retirement plan tax planning is focused on the RMD rules and ensuring qualified designated beneficiaries are named. However, there are additional considerations to help protect your client’s modest account and position it to amass a significant amount of wealth for future generations.

Speaker(s):

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

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