Session # 5: Tax, Trusts, and Estate Planning for IRAs
Boost Your Client's Estate Planning, Tax Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Monday, November, 18 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Alan Gassman, J.D., LL.M.
Estate Planning Expert Gassman Law
Bob Keebler, CPA, AEP (Distinguished)
Tax Planning Educator Keebler & Associates
What You'll Learn
Trust, tax, and estate planning is essential components for IRAs. Without them, significant amounts could be lost to federal and estate taxes for IRA owners and their beneficiaries. Join nationally renowned experts Bob Keebler and Alan Gassman to learn the following:
