Webinar Registration

Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs:
Everything Advisors Need to Master
Boost Your Client's Tax Planning, Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, January, 31 • ET • 75 minutes
Bob Keebler, CPA/PFS, MST, AEP, CGMA
Estate, Tax and Retirement Distribution Planning Expert Keebler and Associates

What You'll Learn

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.