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A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR



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Recording and Slides are Available Here


In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to either a five- or ten-year payout.   This legislation has strong bipartisan support and is supported by the President. 

Advisors, CPAs and lawyers will need to quickly pivot with innovative strategies for this new paradigm.   If you wait until this bill is signed before beginning to pivot you will miss the 2019 planning opportunities.    This class will cover:

1) Understanding the change in life expectancy payouts on traditional and Roth IRAs

2) Impact of the loss of deferral and bracket compression on wealth transfer planning

3) Using CRTs to maintain deferral and bracket management - the law and the math

4) Roth conversions for better bracket management and greater wealth transfer

5) Designing IRA trusts and the terrible payout result with RMD conduit trusts - the law and the math
 
6) Using  IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout

7) Using single life insurance to enhance bracket management - the unbiased math

8) Using Second-to-Die insurance to increase wealth transfer

9) Urgent action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts.

10) Charitable strategies for the mass-affluent and the wealthy



There will be no CE for this webinar


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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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