Advanced IRA Tax & Financial Planning Course

 

IRAs and other federally qualified retirement plans (QRPs) are central to personal financial planning, impacting estate and income tax as well as retirement planning. This nine-credit course comprehensively covers the most important concepts in planning for IRA and qualified plan accounts. Robert Keebler, one of the nation’s leading educators of legal, tax, and financial planning professionals reviews topics.

 

Advanced Planning For IRAs & Qualified Retirement Plans

Bob Keebler’s Annual Eight-Class Course

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1
Introduction to Retirement Distribution Planning (Class 1 Of 8)
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2
Early Distributions From IRAs & Qualified Retirement Plans, Explanation And Analysis (Class 2 of 8)
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3
Roth IRAs (Class 3 Of 8)
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4
Prohibited Transactions, Unrelated Business Taxable Income, & Net Unrealized Appreciation; (Class 4 Of 8)
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5
Asset Protection, Insurance Trusts, Annuities, And Charity With IRAs And Qualified Retirement Plans (Class 5 Of 8)
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6
Estate Planning With IRAs And QRPs And 401(a)(9) Regulations (Class 6 Of 8)
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7
The SECURE Act Regulations And Paying IRAs To Trusts (Class 7 Of 8)
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8

2022 Legislative Changes Affecting IRAs And QRPs (Class 8 Of 8)

COMING DEC '22

 

Robert Keebler

 

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) has taught on A4A monthly since December 2011. Bob is known for teaching actionable tax advice in a clear, concise, high-energy style that makes him unique among tax and financial planning professional educators. A partner at Keebler & Associates of Green Bay, Wis., Bob's passion for teaching professionals, for sharing knowledge, for analyzing, organizing and explaining complicated tax and financial planning concepts, make learning easier.