Webinars With Industry Experts

Estate Taxation Of IRAs And Qualified Plans For RIAs

When a client dies with an IRA or qualified plan, the estate's advisors must balance the tax effects with a variety of financial and property law issues.

From the first family meeting to the final re-titling of the IRA account, you'll be taken step-by-step through critical questions that must be reviewed with your clients.

IRA tax planning and opportunities to preserve retirement funds after death are the most important of all the tax sections your clients ignore.

Understanding of an IRA and qualified plan provisions will help identify opportunities that make client relationships last a lifetime. Practitioners may learn about:

• Key concepts in minimizing estate tax of retirement accounts
• Reviewing beneficiary designation forms and qualified trusts
• Disclaimer planning for IRAs and qualified plans
• The impact of ERISA and REA on the disposition of qualified plans
• Spousal rollovers outright and from trusts including the spousal rollover trap
• How to use stretch-out strategies to increase wealth to future generations

At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants on individual taxation, discusses what a real financial professional needs to know about IRAs and qualified plans during an estate administration.


To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

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