Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act
In this 14-minute podcast, Bob Keebler discusses strategies for planning IRA and qualified plan distributions under the new law, including Roth IRA co...
Qualified Plans
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Covers recent cases, rulings, regulations, and legislation pertaining to the installation, operation, and termination of qualified retirement plans (pension, profit-sharing, ESOP) and the taxation of their participants
Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act
In this six-minute podcast, Bob Keebler explains the new rules that apply to distributions to eligible designated beneficiaries under the SECURE Act. ...
Bob Keebler on the SECURE Act
In this ten-minute podcast, Bob Keebler explains the new IRA distribution rules in the SECURE Act, H.R. 1994 which was passed by the House of Represen...
Bob Keebler on Roth IRA Basics
In this 19-minute podcast, Bob Keebler covers the basics of Roth IRAs, including general concepts; taxation of conversions and distributions; mathemat...
Keebler on Income Tax Planning for IRAs and Qualified Plans
In this 25-minute podcast, Bob Keebler discusses planning to maximize the income tax benefits of retirement plans and IRAs under the Tax Cuts and Jobs...
Bob Keebler on Roth Conversions by Asset Class
In this podcast, Bob Keebler discusses a powerful planning technique: multiple Roth IRA conversions. This Podcast is sponsored by Leimberg Information...
Bob Keebler on the Proposed 5-Year IRA Rule
A Congressional proposal would limit the stretchout of IRA distributions after the death of the owner in most cases. Bob Keebler analyzes the proposed...
Keebler and Shenkman: Planning
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 ...
Keebler - Covered Opinion Rules
Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Se...
Keebler - Prohibited Transactions
Bob Keebler Discusses one of the most dangerous of all retirement and IRA planning topics, prohibited transactions. Don't miss this most important Pod...