Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act


Manage episode 252520771 series 39752
By Steve Leimberg. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
In this 14-minute podcast, Bob Keebler discusses strategies for planning IRA and qualified plan distributions under the new law, including Roth IRA conversions, charitable remainder trusts as beneficiaries, and the use of life insurance.
This Podcast is sponsored by Leimberg Information Services, Inc. at
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233 episodes