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.
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.