01.31.2023 - Large IRAs
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
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.