Planning for RMDs and Rollovers in a New Era
2.00 Credits
Member Price $89
Non-Member Price $109
Overview
Required minimum distribution (RMD) rules and rollover strategies continue to evolve as new regulatory guidance and legislative changes reshape retirement planning.
In this advanced webcast, nationally recognized tax expert Robert Keebler, CPA/PFS, will walk practitioners through:
Attendees will gain practical, actionable strategies to help clients:
Highlights
Prerequisites
Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts
Designed For
Objectives
- Determine the current IRS rules and regulatory updates governing required minimum distributions (RMDs) and rollover eligibility.
- Analyze client scenarios to determine when rollover strategies, including partial rollovers and Roth conversions, may produce tax-efficient outcomes.
- Apply how RMD and rollover decisions integrate with a client's broader retirement, estate, and tax-planning objectives, and recommend appropriate planning approaches.
Leader(s):
Leader Bios
Robert Keebler, Surgent McCoy CPE, LLC
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.
Non-Member Price $109
Member Price $89