Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keeblers June Tax Class

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Robert Keebler
06/23/22 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 942021491
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IRAs and other federally qualified retirement plans are central to personal financial planning, impacting estate and income tax planning as well as retirement.
 
This 1-credit class introduces the most important concepts related to planning for IRA and qualified plan accounts. 
 
Robert Keebler, one of the nation’s leading educators of tax and financial planning professionals reviews topics, including:

  • Retirement Distribution Planning: Why it is Important and What Happens with NO Planning
  • Where to Coordinate an Estate Plan
  • Reaching the Goal to Minimize Income Tax on Distributions and Thereby Maximize Deferral
  • Determining Which Retirement Assets to Withdraw Funds from to Meet Everyday Living Expenses
  • Decision Factors When Deciding Between Qualified Retirement Accounts OR Non-Qualified Account Distributions
  • Foundational Concepts on the Taxation of IRA Distributions
  • “Basis” Apportionment Formula (IRS Form 8806)
  • How Much Spending Money After Taxes if Decided to Distribute 100% IRA vs A Balanced Strategy
  • Typical Issues to Assess When Handling IRAs
  • Early Distributions for IRAs & Qualified Plans
  • Key Non-Tax Estate & Financial Planning Issues
  • Revenue Ruling on Same-Sex Marriages
  • Employee Retirement Income Security Act (ERISA)
  • Guidelines Dealing with Spousal Consent- Including When Consent is Required or Not
  • Ins & Outs on Longevity Annuities in Retirement Plans
  • Contributions Made to an IRA & 401(k)
  • Compensation Within IRA & 401(k) Tactics
  • Defining an “Active Participant”
 
 
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. With three-decades as an educator of tax professionals, Bob a thought leader on personal taxation.
 

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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9.3
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great information - very helpful

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excellent

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Webinar was too basic for CFPs

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