Planning For The $500,000+ IRA

Planning For The $500,000+ IRA

Regular price $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

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