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IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

Updated 4 days ago

Business
Investing
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Covers many types of retirement plans

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Covers many types of retirement plans

iTunes Ratings

4 Ratings
Average Ratings
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1

iTunes Ratings

4 Ratings
Average Ratings
3
0
0
0
1
Cover image of IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

Latest release on Jan 17, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 4 days ago

Rank #1: Bob Keebler on Asset Protection Planning for IRA Accounts

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In this podcast, Bob Keebler discusses strategies for assuring that IRA assets are preserved for the client's intended beneficiaries.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

May 14 2016

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Rank #2: Keebler - 401(k) to Roth IRA Conversions

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Bob Keebler discusses what you need to know when considering a conversion to a ROTH IRA.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Oct 21 2010

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Rank #3: Keebler - Retirement Distribution Strategies

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Bob Keebler tells how your clients can make their retirement funds last a lifetime.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Apr 03 2011

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Rank #4: Keebler and Shenkman: Planning

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Bob Keebler and Marty Shenkman discuss planning between now and December 31st. The time is crucial and the opportunity is not to be missed. Marty has created a postcard to inform clients of 2012 planning opportunities. A company called "Printing for Less" - which does Marty's newsletter - will customize and mail it for any practitioner at a 20% discount off printing costs + postage. (Marty gets no payment from this). You can use his postcard primarily with no royalties (but a nice note and perhaps a gift to charity in Marty's name is in order). To learn more, just go to http://www.printingforless.com/shenkman and you can quickly handle the entire process. LISI has posted Marty's sample postcard and a flyer that explains it. You can find it by loging into LISI and looking under ActualText.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Oct 12 2012

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Rank #5: Keebler - What the Estate Planning Lawyer Needs to Know About Roth Conversions and Estate Planning for Roth IRAs

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Bob Keebler provides insight into "What the Estate Planning Lawyer (and every other member of the estate and retirement planning team) Needs to Know About Roth Conversions and Estate Planning for Roth IRAs."

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

May 18 2010

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Rank #6: Market Volatility Opens Planning Opportunities

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In this podcast, Bob Keebler explains how planners can take advantage of recent volatility in the stock market. Volatility and declines in equity values have created opportunities in estate planning, estate administration and income tax planning.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Mar 01 2016

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Rank #7: Keeber and Picker - New IRS Notice on Roth 401(k) Conversions

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The dynamic duo of Bob Keebler and Barry Picker team up again - this time to go over 401(k)to Roth 410(k) Conversions and the latest IRS Notice.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Dec 03 2010

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Rank #8: Keebler and Picker - IRAs, Bankruptcy, and Prohibited Transactions

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Bob Keebler and LISI's Employee Benefits and Retirement Planning Technical Editor, Barry Picker discuss the interplay between IRAs, bankruptcy, and prohibited transactions.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

May 03 2011

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Rank #9: Keebler - IRA Issues That May Arise During Tax Season

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Bob Keebler discusses crucial and time-senstive issues such as excess accumulations, excess contributions, late recharacterizations, and missed 60 day roll-overs. Even if you are in the middle of tax season, you need to stop and listen to this short and timely commentary crammmed with tax traps and their solutions.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Apr 04 2011

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Rank #10: Keebler - Cleaning Up IRA Distribution Issues

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Bob Keebler discusses how practitioners should approach thorny IRA distribution issues during tax season.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Apr 04 2011

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Rank #11: Keebler and Picker - Transferring IRAs to a Grantor Trust

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Bob Keebler and Barry Picker, LISI's Employee Benefits and Retirement Planning Newsletter's Technical Editor, discuss the issues with respect to transferring IRAs to a grantor trust.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

May 03 2011

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Rank #12: Keebler on Drawdown and Portfolio Strategies After Tax Reform

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In this 24-minute podcast, Bob Keebler explains strategies for drawing down investments for retirement after the Tax Cuts and Jobs Act.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Mar 30 2018

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Rank #13: Keebler - Transfering IRAs to Charity and Roth IRA Planning Under 2010 Tax Relief Act

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Bob Keebler discusses transfering IRAs to qualified charities as well as the rebirth of Roth IRA planning under the 2010 Tax Relief Act

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Dec 30 2010

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Rank #14: Keebler on PLR 201021038

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Bob Keebler discusses PLR 201021038 and its implications. This is an important PLR involving naming a trust as a beneficiary of an IRA. Retroactive reformation of a trust was not respected by the IRS.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Jun 07 2010

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Rank #15: Keebler - Willis v. Menotte

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Bob Keebler and Barry Picker discuss the important bankruptcy case of Willis v. Menotte. Note the impact of prohibited transactions.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

May 30 2011

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Rank #16: KEEBLER - RMDs In YEAR of CONVERSION

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Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION. Bob Keebler of Baker-Tilley is a recipient of the prestigious National Association of Estate Planners and Councils? Distinguished Estate Planners award. A LISI Commentator Team member, he is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH?s Financial and Estate Planning Advisory Board. Denise Appleby is owner of Appleby Retirement Consulting (applebyconsultinginc.com), a firm which provides retirement planning tools and resources ? including newsletter content - to financial and tax planning professionals. Denise is creator and CEO of http://www.retirementdictionary.com and can be reached at Denise@applebyconsultinginc.com Mike Jones, a partner in Thompson Jones LLP, in Monterey, California, is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is a LISI Commentator Team member and author of The Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers). Mike serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Jul 30 2010

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Rank #17: Keeber - PLR 201104061on Wrap Fees

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Bob Keebler discusses a new PLR on Wrap Fees. This ruling provides guidance on IRA and Roth IRA wrap fees and concludes these fees can paid from outside the account!

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Mar 05 2011

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Rank #18: Keebler - Developing IRA Annnuity Strategies

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Bob Keebler is joined by guest commentator Michael Kitces in this discussion of creative IRA Annuity Strategies.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Apr 27 2011

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Rank #19: Asset Protection and Income Tax Planning for IRAs after Clark

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Bob Keebler interviews Edwin Morrow of Key Bank and Ohio attorney Bo Loeffler in an in-depth discussion of the implications of the U.S. Supreme Court decision in Clark v. Rameker for asset protection planning and income tax planning for IRAs.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Aug 01 2014

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Rank #20: Keebler - Sophisticated Roth IRA Annuity Conversions

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Bob Keebler is joined by Bruce Tannahill in this discussion of sophisticated Roth IRA Annuity Conversions.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Apr 27 2011

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