Retirement Distribution And Tax Planning Strategies

Retirement Distribution And Tax Planning Strategies
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id: 320355723

Optimizing retirement income distributions for tax minimization is like multi-dimensional chess. Managing a portfolio of investments for income while navigating tax-deferred and tax-free vehicles and complex tax rules drives professional success.

This session keeps you on top of the key tax rules of IRAs, IRA distribution planning, and Roth IRAs, as well as common pitfalls. This class reviews:

Foundational tax concepts of retirement distribution planning
Final minimum distribution regulations
IRA rollover strategies
Designating beneficiaries under the final minimum distribution regulations
Exceptions to the 10% tax on pre-59½ distributions
Roth IRAs and distribution planning
Qualified plan distribution planning and taxes


At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants on individual taxation, discusses what a financial professional needs to know about retirement distribution and tax planning strategies.


To collaborate deeply with Bob, subscribe to a free trial of our client education platform.


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.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Not enough time for the topic

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