2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE
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Bob is great.
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The participant question regarding the range of wealth for which a particular options (CRT) is useful represents the thing that is missing in this presentation - an identification of who is the client for a particular strategy. Mr. Keebler does say "an MD with a $1million IRA and $20k in basis", but that ought to be part of every single strategy he presents - for example: Use a CRT for clients that meet this profile - then explain it. Use a Roth conversion for clients that meet this profile - then explain
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