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
Learning 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.
Major Topics
Advanced rollover strategies and Roth conversion planning
Coordinating RMDs across multiple account types
Integrating distribution decisions into retirement and estate planning
CPE Credits Available
2 CPE Credits
2
Specialized Knowledge
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Future Ready
Prerequisites
Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts
Advanced Preparation
None
Intended 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
