IRAs, Death And Taxes Wins A 4.7-Star Rating
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.
Comments:
- Very good. Glad I listened in.
- Very detailed and that's good
- AAA+++ great strategies.
- Very good. Lot of applications.
- Excellent
- Excellent
- Excellent.
- Super
- Bob was excellent as usual.
- Very informative!
- Very knowledgeable presenter, had to work to keep up
- Bob is always full of great information and wisdom for us.
- Excellent
- 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.
- Great
- I listen to bob a lot. This was one of his best presentations.
- Great info!
- 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.
- Good.
- Excellent as usual
- Very informative
- Excellent material but too quick thru most of it.
- Lots of info and very helpful