Leimberg Audio Services

Saturday, 1 February 2020 04:55:47 GMT 54.2 Minutes.
Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act

In this 14-minute podcast, Bob Keebler discusses strategies for planning IRA and qualified plan distributions under the new law, including Roth IRA conversions, charitable remainder trusts as beneficiaries, and the use of life insurance.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com