IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Learn everything you need to know about planning with large IRAs in 2021 and beyond.
NASBA Field of Study
Robert S. Keebler
Learn everything you need to know about planning with large IRAs in 2021 and beyond in this webcast led by Bob Keebler, CPA/PFS, MST.
IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Others involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.
Join this webcast to come away with an understanding of the following:
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