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IRS Issues New Life Expectancy Rules for IRAs including Complex Post-Mortem Transitional Provisions every Planner Must Know :122 Pages



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On Thursday, November 7, the Service released 122 pages describing proposed regulations which will modify Required Minimum Distributions (RMDs). The new rules must be understood by those whose provide advice regarding RMDs – including post-mortem RMDs. This 60-minute webinar will cover the following changes to the regulations as proposed by Treasury:

    • New life expectancy and distribution tables to reflect current mortality figures
    • Complex transitional rules
    • Transitional computations
    • The practical impact on lifetime RMDs and retirement drawdown strategies
    • What the changes mean for Roth IRA conversions
    • How the changes affect spousal beneficiaries
    • Changes to the SEPP rules under Rev. Rul. 2002-62
    • The impact on SEPPs for younger clients
    • The new rules and required re-computation for post-mortem distributions
    • Why the calculations must be reviewed by lawyers or CPAs licensed to practice ‎before the Service to meet the professional tax advice standard to avoid penalties
    • Important effective dates proposed


    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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