The SECURE Act is now law and drastically changes the RMD rules with respect to inherited IRAs and defined contribution plans.  LISI has developed 4 analyzer tools that will let you to complete the required analysis to determine the appropriate course of action for your clients impacted by the SECURE Act.

LISI’s SECURE Act tools provide answers to all of your clients’ critical SECURE Act questions, including: 

How Does an “Old” Stretch IRA Compare vs, the New 10 Year Rule

  • Click on this link for an analyzer comparing the results of the old stretch IRA compared to the 10-year distribution rule.

 

Should My Client Do a Roth IRA Conversion?

  • Click on this link for an analyzer comparing the results of doing nothing with a traditional IRA compared to completing a Roth IRA conversion.  An inherited Roth IRA would be subject to the 10-year distribution rule for a beneficiary, however, distributions from a Roth IRA will be income tax free to the beneficiary.

Should My Client Do an IRA Relocation?

  • Click on this link for an analyzer comparing the results of doing nothing with a traditional IRA compared to completing a Roth IRA conversion and/or buying life insurance with traditional IRA RMDs and other IRA distributions.

Should My Client Leave Their IRA to a CRT?

 

 

These analyzers are web based and work in any web browser and works on tablets and phones with internet.

 

Enter your email address and click the Buy Now button below for 12 months of unlimited access
to ALL FOUR SECURE ACT ANALYZERS for $179.

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©2019 Keebler and Associates. All rights reserved. No user may modify this software in any way, including but not limited to, decompiling, copying, sharing, disassembling, or otherwise reverse engineering the software.


These calculators do not represent tax, accounting, or legal advice. Individual taxpayers should rely on their own advisors. We expressly waive and disclaim any and all warranties concerning the calculators and their use or operation, whether express or implied, including without limitation, any warranty of merchantability or fitness for a particular purpose. We make no warranties as to the results to be obtained from the use of the calculators. You expressly agree that the use of the calculators is at your sole risk. We will not in any way be liable to you or any other person or entity for any damages, claims, liabilities or losses, regardless of cause, arising from the use of the calculators. The calculators are provided to you on an "as is" basis and without warranty of any kind.