77 episodes

An update from time to time on various tax issues pertaining to certain types of retirement plans - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.

IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis steve@leimbergservices.com

    • Investing

An update from time to time on various tax issues pertaining to certain types of retirement plans - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.

    Keebler on 2020 Year-End Tax Planning

    Keebler on 2020 Year-End Tax Planning

    In this 13-minute podcast, Bob Keebler discusses tax planning moves to consider at the end of 2020, bearing in mind the possibility of tax law changes in 2021. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

    Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

    Keebler on Roth Conversions in a Volatile Market

    Keebler on Roth Conversions in a Volatile Market

    In this 15-minute podcast, Bob Keebler discusses the advantages and drawbacks of converting an IRA to a Roth IRA in today's environment. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

    Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

    Bob Keebler and Ed Slott on RMDs Under the CARES Act

    Bob Keebler and Ed Slott on RMDs Under the CARES Act

    In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required minimum distributions from retirement plans and IRAs. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

    Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

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

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

    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 http://www.leimbergservices.com

    Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

    Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act

    Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act

    In this six-minute podcast, Bob Keebler explains the new rules that apply to distributions to eligible designated beneficiaries under the SECURE Act. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

    Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

    Keebler on IRAs Payable to Trusts After the SECURE Act

    Keebler on IRAs Payable to Trusts After the SECURE Act

    In this 13-minute podcast, Bob Keebler outlines the changes made by the SECURE Act and how they affect planning for trusts as beneficiaries of IRA accounts. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

    Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

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