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Estate Planning
Tax Planning
Retirement Savings and Income Planning
Session # 5: Tax, Trusts, and Estate Planning for IRAs
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Bob KeeblerGuest Expert: Alan Gassman, J.D., LL.M. and Bob Keebler, CPA, AEP (Distinguished)

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...

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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:

• Roth conversion strategies

• Strategies for reducing the tax impact of IRA distributions

• When it makes sense for a trust to be the beneficiary of an IRA

• General estate planning strategies for IRAs