Review Detail

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