Overview of Property Law
Disclaimer Planning with IRAs and Qualified Plans
Minimum Distribution Rules Before Death
Drafting the Irrevocable Intervivos IRA Trust
Drafting Beneficiary Designation Forms
Naming a Revocable Trust the Beneficiary of an IRA
Recalculation of Life Expectancy Elections
The Importance of Reviewing Plan and IRA Documents
Integrating the Roth IRA into Estate Plans
What The Others Are Saying:
"Key sections provide a safe route through the potential malpractice mine field of complex distribution rules. The easiest-to-use, all-in-one-place research tool in this field." - Brian R Mudd, J.D., CPA
"I’ve heard Bob Keebler speak on this topic three times, and I’ve always come away with new and unique planning strategies that have real client applications." - David A Foster, CPA, PFS
"If you advise clients about rollovers and distributions from qualified plans or IRAs, this is must-have information... invaluable tools that will profit both you and your clients." - Cheryl A. Moss, CPA/PFS, CFP, CLU
"Mr. Keebler’s seminar was by far the most lucid, well-presented and thorough presentation of this topic that I have ever heard. It is a must for anyone in the estate planning field." -Attorney Richard Z. Kabaker
| 1 hour Tape and Materials: $29.00 1 hour Tape Only: $24.00 Shipping & Handling: $4.00 WI residents add 5% sales tax Allow 1-2 weeks for delivery |
Please send check and this order form to: SR & A, Ltd. 1537 Park Place P.O. Box 11997 Green Bay, WI 54307-1997 |
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