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IRA Update


Jul 26, 2010 10:20am ‐ Jul 26, 2010 11:10am

Description

Over the course of the last year, there have been some significant recent developments involving IRAs and qualified retirement plans. Accordingly, tax professionals will need to be aware of these new developments so as to triage the issues and identify opportunities. During this session we will cover the following important topics:
- Non-spousal beneficiary transfers of inherited qualified retirement plan benefits into inherited IRAs.
- Recent IRA Private Letter Rulings (PLRs)
- IRAs payable to grantor trusts
- Applying for 9100 relief
- Roth IRA conversion planning opportunities

Speaker(s):

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

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