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Income Tax Planning with IRAs and Qualified Retirement Plans - Click to Listen to Bob's description



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Income Tax Planning with IRAs and Plans

 

Retirement distribution planning is often understood from a pure investment perspective. However, many do not fully understand the complex income tax rules.  During this fast-paced session we will explore the critical tax aspects of IRAs, IRA distribution planning, rollovers, Roth IRAs, NUA, and the ways to avoid some of the most common mistakes.  This class will be helpful to lawyers, CPAs and planners seeking to improve their knowledge and expertise in an area filled with a labyrinth of the rules and traps for the unwary.

 

Session highlights include:

 

  • Understanding the foundational income tax concepts of retirement distribution planning after the Tax Cuts and Jobs Act.
  • Understanding the final minimum distribution regulations and QCDs
  • Understanding rollover strategy issues and regulations 
  • Designating beneficiaries under the final minimum distribution regulations
  • Avoiding and obtaining waivers for the 50% RMD penalty
  • Understanding the key exceptions to the 10% additional tax on pre-59 1/2 distributions
  • An overview of Roth IRAs and the impact of distribution planning
  • Understanding Roth conversions after the TCJA and the reduction of the marriage penalty
  • Understanding NUA and related issues after the TCJA
  • Qualified Plan Distribution planning and the effect on taxation
  • Asset protection issues associated with IRAs, Roth IRAs and qualified Plans

 

 

Learning Objectives:

  • Learn the income tax advantages of IRAs & other qualified retirement plans.
  • Learn how to manage IRA rollovers.
  • Learn how to make an effective Roth Conversion.
  • Learn the basics of prohibited transactions and unrelated business taxable income.

 

Learn how to make tax-efficient account distributions



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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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