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The Mathematics of Estate Planning For IRAs after the Secure Act

The Mathematics of Estate Planning For IRAs after the Secure Act

1.5 Credits


Subject Area


Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00127-20-S)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0140)

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00520-21)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00127-20-S)

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-U-00127-20-S)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

The topic is also scheduled as live webinar on the following dates

Nov 12, 2021 | 03:30 PM EDT Register


    3 mins
  • Trusts for Disabled and Chronically
    8 mins
  • 401(a)(9) Regulations
    10 mins
  • Math of the Conduit Trust Disaster
    12 mins
    13 mins
  • 2020 Tax Brackets
    19 mins
  • Taxation of Roth IRA Distributions
    21 mins
  • Estate Tax Considerations
    28 mins
    34 mins
  • Types of Income
    37 mins
  • Rollover Trap
    42 mins
  • Charitable Planning with IRAs
    69 mins

Course Description

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Every tax professional dealing with required minimum distributions, estate planning, and setting up retirement plans for small businesses, as well as those about to prepare tax returns for 2019, needs to understand this new legislation and its implications.

The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of the "10-year rule." Effective January 1st, this change will decrease wealth transfer and require estate plan updates. To avoid a potential tax disaster, your clients who have a substantial qualified plan or IRA must reconsider beneficiary designations and trust provisions. This webinar would cover :

Major Topics Covered :

  • Designated and Non-Designated Beneficiary Trusts.
  • Conduit Trusts
  • Five-year rule vs Ten-year rule or Life Expectancy Rule.
  • Income and Estate Tax-free benefits of IRA relocation.
  • Section 664 CRT tier rules
  • Benefits of using the State Tax-Exempt IRA trust to reduce State Income Taxes
  • Changes in Estate Planning Strategies for IRAs after Secure Act

Learning Objectives

  • To understand the new changes relating to IRAs and employer plans.
  • To learn how to apply new estate and estate tax planning strategies in light of changes to IRA and employer plan rules
  • To Develope a thorough understanding of the Deferral and Tax Rate arbitrage associated with a Charitable Remainder Trust.
  • To understand the Income and Estate Tax-Free Benefits of IRA relocation.
  • To Integrate Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning

Who Should Attend?

  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA





It does what it says smoothly, clearly and precisely. Had a great time learning from Robert. The experience on the myCPE platform was better than all the other webinar platforms. Thank you myCPE and Robert.


Keebler is very thorough with the subject. Great presentation skills and a good webinar overall. Thank you myCPE and Robert.


I am glad that I got an opportunity to learn from a learned and experienced presenter. The presentation, handout material, references, and the webinar itself was very informative, subjective, and useful. I will recommend and utilize myCPE platform.


A fluid experience to an otherwise complicated subject. Great handouts provided and the presenting technique employed by Robert was up to the mark. Thank you myCPE and Robert.


This is not the 1st webinar of Robert that I attended and I must say he keeps on getting better. A highly recommended webinar on a great platform. Thank you Robert and myCPE.


I wasn't able to download the slides for later reference and would like to still be able to do that. The experience was taxing to my ability to learn the information; there was a lot of information here and I was unable to cram it all into my head as fast as it was presented. Glad that I could stop the recording and go back to review concepts as we went along.