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01.31.2023 - Large IRAs

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Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Bob Keebler

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. Other planning techniques involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.

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