Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios

Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id:280560099
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4.7 (65)

Though advisors have long focused on an accumulation goal before retirement, maximizing the longevity of portfolios after retirement may be more important.

Tax-efficient strategies optimizing the sequence of distributing assets can substantially increase the longevity and withdrawal rates of retirement portfolios.

At this session, Robert Keebler, a leading educator of financial planning professionals for over three decades, will cover:

The order in which assets should be withdrawn from retirement portfolios
Tax asset classes
Managing asset location between tax asset classes
Hidden incentives within the income tax law for various investment assets
Managing capital gains and dividends, including loss harvesting
Managing tax brackets


To collaborate with Bob deeply, 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 IRS EA CE, IMCA® 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
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


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June 21, 2017

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ah4235j Reviewed by ah4235j
June 21, 2017

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Need to have session on only NUA
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