Cart 0
Cart 0
Planning For The $500,000+ IRA

Planning For The $500,000+ IRA

$129.00

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

shopcle@wealthcounsel.com

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.

More from this collection