The Mathematics of Roth IRA Planning After the SECURE Act
Thursday, January 16, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Join this pre-recorded webinar to learn what estate planners need to know about Roth Conversions. Robert Keebler will discuss 2019 law and the SECURE Act changes, including new post-mortem payout rules. He will compare Roths vs. Traditional IRAs and will teach solutions to analyze: 
  • Roth conversions
  • Multi-generational spray trusts
  • IRAs to CRTs
  • IRA relocation to life insurance
  • Life insurance to offset increased tax-risk of early death

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 1/07/2020

1.0 CLE (California Board of Legal Specialization - Estate Planning)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or

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We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for all WealthCounsel Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0