Advanced IRA Tax & Financial Planning - OLD
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TAX PLANNING FOR IRAs AND FEDERALLY QUALIFIED PLAN ACCOUNTS AN EIGHT-CLASS ANNUAL COURSE |
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| 1 |
Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class |
1 Credit |
| 2 | IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class | 1 Credit |
| 3 | Class 3 | 1 Credit |
| 4 | Class 4 | 1 Credit |
| 5 | Class 5 | |
| 6 | Class 6 | |
| 7 | Class 7 | |
| 8 | Update On IRA/FQP Legislative Changes | 1 Credit |
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. With three-decades as an educator of tax professionals, Bob a thought leader on personal taxation.
Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class
• Why retirement distribution planning is important
• What happens with no plan
• Reaching the Goal to Minimize Income Tax on Distributions and Thereby Maximize Deferral
• Which assets to draw from tfor daily living expenses
• Factors In Deciding Between Qualified And Non-Qualified Account Distributions
• Foundational Concepts on the Taxation of IRA Distributions
• Basis Apportionment Formula (IRS Form 8806)
• Distribute 100% IRA vs A Balanced Strategy
• How Much Spending Money After Taxes
• Typical Issues to Assess When Handling IRAs
• Early Distributions for IRAs & Qualified Plans
• Key Non-Tax Estate & Financial Planning Issues
• Revenue Ruling on Same-Sex Marriages
• Employee Retirement Income Security Act (ERISA)
• Guidelines Dealing with Spousal Consent- Including When Consent is Required or Not
• Ins & Outs on Longevity Annuities in Retirement Plans
• Contributions Made to an IRA & 401(k)
• Compensation Within IRA & 401(k) Tactics
• Defining who's an “Active Participant”
Planning for post-mortem distributions in IRAs changed significantly with The U.S. Treasury Department release in April of proposed regulations implementing the SECURE Act.
The long-anticipated proposed regulations require reviewing beneficiary designations and updating estate plans. This class includes:
● a review of how the new regulations are structured
● flowcharts to distill the new rules to common practical situations
● new 10-year distribution rules
● planning for a surviving spouse
● planning to capture exceptions to the new 10-year rule
● 22 practical examples to make the new rules easy to absorb
Class description to come.
Class description to come.
Update On IRA/FQP Legislative Changes, Class 8 of 8
Legislative changes affecting IRAs and other federally qualified plans are almost always in the works.
In 2022, the Secure Act is likely to be updated, for example.
So, as part of this course, a class is scheduled to update professionals on the latest legislative changes to IRAs and FQPs.
