Mathematics of the SECURE Act In-Depth {PFP Section}

Feb 14, 2020

Guest:  Bob Keebler, CPA/PFS

In this 40-minute in-depth episode, Bob Keebler CPA/PFS walks you through the mathematics of the SECURE Act, including:

• What are the three best solutions to address the 10-year rule that eliminates Stretch IRAs and how do you apply them?
• What are special circumstances you need to address and how do you apply the appropriate strategies?
• How do you run the numbers to determine the best strategies to use with your clients?

Access the related resources from this podcast:

• Slide deck to complement the audio
• Impact of tax reform on planning toolkit
• Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

Don’t miss other SECURE Act podcasts!

• Practical Solutions for your clients
• Eligible Beneficiary Exceptions
• IRAs payable to trusts
• IRAs payable to conduit trusts
• Mathematics of estate planning for IRAs
• Roth conversions and the proposed SECURE Act*
• A cure for the SECURE Act: using CRTs*

*Recorded prior to SECURE Act passage but the strategies still apply

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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