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January 11, 2018
1:00PM - 3:00PM ET



Course Description

Retirement distribution planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with this kind of planning. This course will discuss the critical tax aspects of IRAs, IRA distribution planning, Roth IRAs, and the ways to avoid some of the most common mistakes.

Topics covered in this course include:

  • Understanding the foundational tax concepts of retirement distribution planning
  • Understanding the final minimum distribution regulations
  • Understanding rollover strategy issues and regulations
  • Designating beneficiaries under the final minimum distribution regulations
  • Understanding the key exceptions to the 10% additional tax on pre-59 1/2 distributions
  • An overview of Roth IRAs and the impact of distribution planning
  • Qualified Plan Distribution planning and the effect on taxation


Robert Keebler, CPA, AEP, MST, CGMA

Robert Keebler

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the IRS in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression.”

Mr. Keebler is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. He has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s Estate Planning, High Income, and Advanced Financial Planning Conferences; ABA Conferences; NAPEC Conferences; The Notre Dame Estate Planning Conference; and the Heckerling Estate Planning Institute.

Course Specifics

Apr 28, 2016

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01021-16-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0988
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Determine the basic income tax advantages of IRAs & other qualified retirement plans.
  • Identify how to manage IRA rollovers.
  • Cite how to make an effective Roth Conversion.
  • Identify the basics of prohibited transactions and unrelated business taxable income.
  • Determine how to make tax-efficient account distributions

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