Planning For The $500,000+ IRA
One hour webinar, part of our Complex Concepts in Estate Planning series.
IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on finance, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Other planning techniques involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.
This course will cover the following key topics:
- Overview of Key Considerations
- Overview of SECURE
- Roth Conversions
- Charitable Remainder Trust Strategies
- Insurance Strategies
- State IRA Income Tax Strategy Trusts
- Multi-Generational Accumulation Trust Sprinkling
Presented by: Robert S. Keebler, CPA, MST, AEP (Distinguished)
CLE: 1.0 general credit
States Pre-Approved: AR, CA, 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
WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.