Advisors4Advisors

Event 

IRAs And Roth IRAs After A Client Dies
Category:
Financial Advisor Webinar Series
Title:
IRAs And Roth IRAs After A Client Dies
Presenter:
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Company:
Keebler & Associates, LLP
When:
03/24/17  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:367631315
Event rating:
User rating
 
4.7 (67)

Description

At this session, Robert Keebler, CPA/PFS, an educator of legal and accounting professionals for over three decades, covers:


IRAs payable to trusts and "stretch" planning
IRA asset protection
Common IRA traps
Roth conversions
Inherited IRA Tax Spiral
IRA relocation

If you like Bob Keebler's webinars, here's a 30-day free trial guaranteed to improve client engagement and marketing. Be sure to click on the link we will email you to verify your account after you fill in this form and Subscribe here.
 
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 IRS EA CE,
IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



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Rating:
 
4.7
 
 

0 of 0 people found the following review helpful
The slides were advanced too quickly. I was not able to follow the examples given.
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4.0
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Jay Reviewed by Jay
March 23, 2017

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Last updated: March 23, 2017
 

0 of 0 people found the following review helpful
excellent but shows how much there is to learn on the topic
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5.0
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dwaterbury Reviewed by dwaterbury
March 23, 2017
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Last updated: March 23, 2017
 

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fmetrusky Reviewed by fmetrusky
March 23, 2017
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Last updated: March 23, 2017
 

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rochfin Reviewed by rochfin
March 23, 2017
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Last updated: March 23, 2017
 

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Bernardj31 Reviewed by Bernardj31
March 23, 2017
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Last updated: March 23, 2017
 
 
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