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Planning for RMDs & Rollovers in a New Era

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2.00 Credits

Member Price $89.00

Non-Member Price $109.00

Overview

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

    • Non-Member Price $109.00

    Member Price $89.00

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