Inheriting an IRA can provide financial benefits, but it also comes with complex tax rules and important decisions. The SECURE Act has significantly changed how beneficiaries must handle inherited IRAs, making it essential to understand your options and obligations.
Join us for this informative webinar, “Navigating Your Inherited IRA – Rules, Options, and Strategies,” where we’ll break down the latest IRS requirements, explore beneficiary distribution rules, and discuss tax-smart strategies to maximize the value of your inheritance. Whether you are a spouse, child, or non-family beneficiary, this session will give you the clarity and confidence needed to make informed decisions.
Learning Objectives:
• Understanding the SECURE Act’s 10-year rule and exceptions
• Distribution options for spouses vs. non-spouses
• Tax planning considerations to minimize liabilities
• Strategies for stretching and preserving inherited assets
• Compliance pitfalls to avoid with the IRS
• Recognize common compliance mistakes and how to avoid penalties related to inherited IRAs.
Credits and Other information:
• Credit: 2.0 (Taxes)
• Level: Basic
• Format: Live online webinar
• Duration: 120 minutes
• Requirement: Full attendance
• Prep: None needed
Who Will Benefit:
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
Speaker: Robert S. Keebler
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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. 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, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. 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.
Gosh william I'm telling crikey burke I don't want no agro A bit of how's your father bugger all mate off his nut that, what a plonker cuppa owt to do
2 Comments
Eleanor Fant
July 14, 2022So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.
Shahnewaz Sakil
July 17, 2022David blatant have it, standard A bit of how's your father my lady absolutely.