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Free cpece webinars
Best IRA Ideas in 2020


Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 1, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join Bob Keebler for his discussion of the BEST IRA IDEAS in 2020.  In this detail-packed webinar Bob will cover the following:

  • Types of IRA trusts

  • Income taxation of IRA trusts

  • How the SECURE Act affects IRAs including the 10-year rule

  • How Roth conversions work and who should convert to a Roth IRA

  • Conduit and accumulation trusts and which ones are best for your clients

  • How trusts calculate DNI and how DNI is distributed to beneficiaries

  • Roth conversions for parents leaving funds to disabled beneficiaries

  • The SECURE Act exceptions

  • Designated beneficiary multi-generational spray trusts

  • Spousal rollovers and the new spousal rollover trap

  • IRAs payable to CRTs

  • IRAs trust for state income tax savings

  • The use of life insurance to replace IRAs

  • The best protocols to analyze which solutions work for a particular client

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.