Tax And Estate Planning For IRAs After The SECURE Act

The SECURE Act is law and it changes retirement income planning, but its most sweeping impact is to estate planning. At this 1-credit CPE/CE webinar, Bob Keebler, CPA/PFS, covers the full spectrum of new planning situations fiduciaries must know about now that the SECURE Act is law, including:

• Impact of 10-year RMDs on heirs
• Exceptions to the 10-year rule
• Selecting the right heir to receive an IRA
• New spousal rollover trap and disclaimer planning
• Taxation of trusts named as IRA beneficiaries
• Illustrations of the cost of new law versus old
• Roth conversions for bracket management and wealth transfer
• Using IRA trusts in low tax states to avoid or delay state tax on lump sum payouts
• Using CRTs to maintain deferral and bracket management
• Income with Respect to Decedent meets distributable net income
• After-tax math of using life insurance for bracket management
• Using Second-to-Die insurance to increase wealth transfer
• Advising terminally ill clients and using out of state trusts



Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.


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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 one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.