Need a refresher class on advanced IRA planning techniques? Bob Keebler nails it in this class this 4.7-star rated session.
While the title of the session title is “IRAs and Roth IRA After A Client Dies,” Keebler goes through the labyrinthine rules covering IRA inheritance and second marriages, kids with special needs, and other real-life situations complicating the implications of an IRA owner’s death.
Keebler received an average rating of 4.7 stars on the five-star scale.
Very good. Glad I listened in.
Very detailed and that's good
AAA+++ great strategies.
Very good. Lot of applications.
Bob was excellent as usual.
Very knowledgeable presenter, had to work to keep up
Bob is always full of great information and wisdom for us.
Great stuff. Need a lot more time to really cover it all.
Very detailed and difficult to take notes or save for later study
Bob is always amazing.
I want to listen to it again. Mr. Keebler brought up some very interesting facts that i need to revisit. I could have used more time on this! I will be looking forward to additional webinars on this subject.
Excellent refresher webinar
Excellent as always.
I listen to bob a lot. This was one of his best presentations.
Excellent but complicated subject to digest. I think a whole new webinar just on bob's "slide # 22" - the flow chart on ira issues after demise.
It was great, but required more time
Great information, could possibly become two hour credited session
The seminar was very good and bob keebler is excellent. The material he teaches is extremely complex and rushed in a fifty minute format. As andy said in the q&a, bob's flowchart is worth a one-hour session.