We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule.   The legislation includes many changes to retirement plans, however the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” This change will decrease wealth transfer and require estate plan updates.   Everyone needs to touch base with their clients on suggested improvements to their estate plans.

The best way to continue to prepare for this seismic change is to join Bob Keebler in this updated Webinar where Bob will cover the following points: 

·      Flowcharts, checklists and practical protocols to help you help your clients

·      Urgent estate administration protocols and disclaimers for late 2019 deaths

·      Best strategies available to your clients and how to avoid the five year rule

·      The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse

·      Reformations and decanting to avoid a spendthrift disaster the latest thinking

·      Selecting the right “heir” to receive the IRA and the best strategy for different beneficiaries  

·      The new spousal rollover trap and disclaimer planning – Real world experiences

·      IRD meets DNI – understanding the taxation of trusts named as IRA beneficiaries

·      Examples to explain the quantitative difference under the new law compared to the old

·      Using CRTs to maintain deferral and bracket management - the law and the math

·      The mathematics of SECURE Act motivated Roth conversions for better bracket management and greater wealth transfer

·      Using IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout

·      Using single life insurance to enhance bracket management - the unbiased math

·      Using Second-to-Die insurance to increase wealth transfer

·      Urgent action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts 

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.