Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022

Robert Keebler
03/17/22 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 980566803
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IRA planning requires an understanding of property law, income tax, estate tax and finance. Some solutions focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance; other solutions involve a legal component, such as leaving funds to charitable trusts.

This class covers leading IRA tax planning strategies for 2022 and beyond:

Overview of Key Considerations
• Income, Estate and Gift Taxes
• Generation Skipping Transfer Taxes
• The §691(c) Deduction and Its Failures
• State Estate Taxes
• State Income Taxes
Overview of SECURE
• 10-Year Rule
• Exception Beneficiaries
SEPPs & Notice 2022-6
• SEPPs – requirements, and best practices
• Why the brand-new change in Notice 2022-6 is meaningful for early retirees
Roth Conversions
• The SECURE Act’s ten-year payout rule and the high tax rates to follow
• 2021 Roth Update with Higher Income and Estate Rates
• Critical Roth conversion concepts after SECURE
• Roth conversions for rate arbitrage compared to traditional IRAs to trusts
• 10+ Reasons to convert to a Roth IRA
• Estate tax considerations
• Why a Roth conversion is much better when an estate tax exists
• “Stretch” Roth IRAs for eligible designated beneficiaries
• Roths for SNTs and asset protection trusts
• Using insurance to preserve post-death “stretch-out”
• Easy to read charts, graphs and tables
Charitable Remainder Trust Strategies
• How IRA-CRTs can simulate the longer payout and still benefit charity
• Understanding the income tax aspects of CRTs
Multi-generational Accumulation Trust Sprinkling
• The operation of the DNI Rules of Subchapter J which allow you to shift income
• The 65-Day Rule
• State law fiduciary accounting income issues
• State income tax issues
• The math of sprinkle trust strategies

 

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.
 

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


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 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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Great thanks. Please answer: Q: If IRA owner names a person with qualified disabibility as primary beneficiary of IRA and primary/disabled beneficiary dies, Does contingent beneficiary need to take RMD's based on original IRA owner's date of death or does new 10 year clock start?

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