Retirement Plan Beneficiary Designations CPE Self-Study Webinar

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Course Description
Course Qualification
Presenter
Faq

Course Description

Overview

Foundation Concepts

4 mins
Failing to Provide for a Spouse

17 mins
Naming a Non-qualified trust as the Beneficiary

31 mins
Naming an Older Relative as the Secondary Beneficiary of a Exception Trust

48 mins
Naming a Trust

62 mins
Failing to Quality for the Charitable Contribution Income Tax Deduction

72 mins

Course Description

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.

Therefore, Retirement Plans are often a huge part of a client’s balance sheet and eventual estate. Understanding the possible traps and proper planning is essential to minimize adverse tax consequences.

This Retirement CPE will review:

Foundation concepts,
Describe common disasters, and
Provide solutions you were not there to help the client avoid.

Specifically, in this retirement planning CPE webinar, Bob will cover the following key topics:

Failing to update the beneficiary designation form after a death or divorce
Failing to provide for a spouse
Failing to name a beneficiary
Failing to name contingent beneficiaries
Naming the estate as beneficiary
Naming a non-qualified trust as the beneficiary
Naming a potential spendthrift as beneficiary
Naming an older relative as the primary beneficiary
Naming a trust with older relatives who are primary beneficiaries
Incorrect titling of an inherited IRA
Rolling-over an inherited IRA into a personal IRA
Failing to qualify for the charitable contribution income tax deduction
Impact of the Secure Act

Click to access more webinars on Latest Tax Updates | Estate Planning | Sales & Use Tax CPE webinars

Learning Objectives

To identify the consequences failing to update the beneficiary designation form after a death or divorce
To explore the ramifications of failing to provide for a spouse
To recognize repercussions of failing to name a beneficiary
To identify the results of failing to name contingent beneficiaries
To recognize effects of naming the estate as beneficiary
To explore the results of naming a non-qualified trust as the beneficiary
To identify consequences of naming a potential spendthrift as beneficiary
To recognize the effects of naming an older relative as the primary beneficiary
To explore the ramifications of naming a trust with older relatives who are primary beneficiaries
To recall the consequences of incorrect titling of an inherited IRA

Recommended For

This retirement CPE webinar is recommended for any Professional or Planner who work with clients on the Retirement, Estate and Trust or Financial Planning.

Who Should Attend?

Certified Financial Planner
Certified Valuation Analysts
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Finance Pros
Financial Planner
Finanical Analyst
Fraud Examiner
Personal Financial Specialist (PFS)
Tax Accountant (Industry)
Tax Attorney
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros

Course Qualification

Webinar Qualifies For

1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-Q-00517-21-S)
1.5 CE Credit for Chartered Special Needs Consultant (ChSNC)
1.5 CE Credit for Chartered Financial Consultant (ChFC®)
1.5 CE Credit for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit for Certified Valuation Analyst (CVA)
1.5 CE Credit for Certified Senior Advisor (CSA)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planners Canada (CFP Canada) (Approval No. 296169)
1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0515)
1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
1.5 CE Credit for Financial Services Certified Professional (FSCP®)
1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
1.5 CE Credit for Retirement Income Certified Professional (RICP)
1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-Q-00517-21-S)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CE Credit for Wealth Management Certified Professional (WMCP)

Presenter

About Presenter

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Partner Keebler & Associates LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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. 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, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Company

Keebler & Associates LLP

www.keeblerandassociates.com

At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.

Faq

FAQs content

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