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Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them



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Retirement plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences. This presentation will review foundation concepts, describe some common disasters, and provide solutions to some of the disasters you were not there to help the client avoid. Specifically, Bob will cover the following:

    • Failing to update the beneficiary designation form after a death or divorce
    • Failing to provide for a spouse
    • Failing to name a beneficiary
    • Failing to name contingent beneficiaries
    • Naming the estate as beneficiary
    • Naming a non-qualified trust as the beneficiary
    • Naming a potential spendthrift as beneficiary
    • Naming an older relative as the primary beneficiary
    • Naming a trust with older relatives who are primary beneficiaries
    • Incorrect titling of an inherited IRA
    • Rolling-over an inherited IRA into a personal IRA
    • Failing to qualify for the charitable contribution income tax deduction


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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