Estate Administration for IRAs, Qualified Plans After SECURE
One hour webinar. The SECURE Act’s ten-year rule changes most of the tried and true principles and greatly impacts how we will approach spousal rollovers, disclaimers, income tax planning and beneficiary payouts for IRAs and Roth IRAs. When a client dies with an IRA or qualified plan the estate’s advisors must balance the tax law, including the Secure Act, with a variety of financial and property law issues.
In this fast-paced post-SECURE class, Bob Keebler will address the critical questions that must be reviewed from the first family meeting to the final retitling of the IRA account. With a solid understanding of the IRA and qualified plan provisions of the Secure Act, lawyers, CPAs, and advisors will be able to spot the key issues, identify opportunities and apply the most updated solutions.
Presenter: Robert S. Keebler, CPA, MST, AEP
CLE: 1.0 general credit
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OK, PA, VT
(AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, GA, IL, NC, OH, TX, UT
We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**
* Approval process times will vary
** We will supply you with the information needed to self-apply