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Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP

Published: July, 2021

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Before starting this self study program, please go through the instructional document.

  • 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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