Description

Required minimum distribution (RMD) rules and rollover strategies continue to evolve as new regulatory guidance and legislative changes reshape retirement planning.

In this advanced webcast, nationally recognized tax expert Robert Keebler, CPA/PFS, will walk practitioners through:

- The latest rules, planning opportunities, and potential pitfalls involving RMD timing

- Rollover eligibility, Roth conversions, and coordinating distributions across multiple account types

Attendees will gain practical, actionable strategies to help clients:

- Optimize tax outcomes

- Strengthen retirement‑income planning

- Integrate RMD decisions within broader estate and wealth‑transfer goals

Instructor: Robert S. Keebler

Target Audience

· Tax professionals who serve individual clients

· CPA financial planners and other professional financial planners

· Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Course Objectives

· Determine the current IRS rules and regulatory updates governing required minimum distributions (RMDs) and rollover eligibility.

· Analyze client scenarios to determine when rollover strategies, including partial rollovers and Roth conversions, may produce tax‑efficient outcomes.

· Apply how RMD and rollover decisions integrate with a client’s broader retirement, estate, and tax‑planning objectives, and recommend appropriate planning approaches.

Subjects

· Advanced rollover strategies and Roth conversion planning

· Coordinating RMDs across multiple account types

· Integrating distribution decisions into retirement and estate planning

Prerequisites

Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts