IRAs And Roth IRAs After A Client Dies

IRAs And Roth IRAs After A Client Dies
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id:367631315
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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

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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 pending eligibility for IMCA® CE credit and it is eligible for IRS EA CE,
CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
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