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Life Insurance and the Secure Act – Strategies and Solutions



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Recording and Slides are Available Here


Join us and CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA,  for a presentation focused on using life insurance to complement strategies to address the ten year IRA distribution rule under the Secure bill.

During this 90-minute presentation, Bob will cover the following:

  • What the SECURE Act means for the 10-year rule

  • Insurance for funding the estate and income tax.

  • IRA distribution and Insurance concepts including insurance hedges and IRA Relocation

  • The reasons why converting to a Roth IRA is a better decision now more than ever and why insurance planning compliments Roth Planning

  • Using RMDs to fund Life Insurance Trusts

  • Running the numbers to compare strategies and why insurance really works

  • Taxation of Lifetime IRA distributions

  • The mathematics of IRA-Insurance Relocation

  • How the “skinny” pay RMD strategy works to fund ILITs

  • Why Life Insurance is Powerful when an estate tax exists

  • What Federal and State Estate tax considerations should be made

  • What the 691(c) Deduction fails compared to Roths and Insurance

  • Life Insurance and/or Roth IRAs for designated beneficiaries

  • Life Insurance for Special Needs Trusts to reduce Income Taxes

  • How you can fund long-term wealth-transfer strategies utilizing Insurance funded by IRAs

  • Life Insurance to protect lifetime interests in charitable remainder trusts

  • Utilizing life insurance to preserve post-death “stretch-out”

  • Tax-sensitive withdrawal strategies


  • And much, much more!


There will be no CE for this webinar


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of ""first impression."" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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