Estate administration for IRAs and qualified plans {PFP Section}

Feb 7, 2020

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

• What are the key tax and planning strategies to focus on for the families you serve?
• How can you use a disclaimer for 2019 deaths to use the life expectancy rules?
• What is the “ghost” rule and when does it apply?
• How can you use a conduit trust for effective estate planning?

Access the related resources from this podcast:

• H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019
• Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
• Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

Don’t miss other SECURE Act podcasts!

• SECURE Act: Practical Solutions for your Clients (12/17/2019)
• Eligible Beneficiary Exception (1/10/2020)
• IRAs payable to trusts (1/17/2020)
• IRAs payable to conduit trusts (1/24/2020)
• Mathematics of estate planning for IRAs (1/31/2020)
• Estate Administration for IRAs and qualified plans (2/7/2020)

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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