Life Insurance and the Secure Act – Strategies and Solutions
Join us and CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a presentation focused on using life insurance to complement strategies to address the ten year IRA distribution rule under the Secure bill.
During this 90-minute presentation, Bob will cover the following:
- What the SECURE Act means for the 10-year rule
- Insurance for funding the estate and income tax.
- IRA distribution and Insurance concepts including insurance hedges and IRA Relocation
- The reasons why converting to a Roth IRA is a better decision now more than ever and why insurance planning compliments Roth Planning
- Using RMDs to fund Life Insurance Trusts
- Running the numbers to compare strategies and why insurance really works
- Taxation of Lifetime IRA distributions
- The mathematics of IRA-Insurance Relocation
- How the “skinny” pay RMD strategy works to fund ILITs
- Why Life Insurance is Powerful when an estate tax exists
- What Federal and State Estate tax considerations should be made
- What the 691(c) Deduction fails compared to Roths and Insurance
- Life Insurance and/or Roth IRAs for designated beneficiaries
- Life Insurance for Special Needs Trusts to reduce Income Taxes
- How you can fund long-term wealth-transfer strategies utilizing Insurance funded by IRAs
- Life Insurance to protect lifetime interests in charitable remainder trusts
- Utilizing life insurance to preserve post-death “stretch-out”
- Tax-sensitive withdrawal strategies
And much, much more!
There will be no CE for this webinar
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