Cases, Rulings, Regulations

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Audio Commentary covering cases, rulings, and regulations on topics of interest to Attorneys, CPAs, Life Insurance Agents, Financial, Charitable, Employee Benefits, Retirement, Asset Protection, Valua... more

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FAQs about Cases, Rulings, Regulations:

How many episodes does Cases, Rulings, Regulations have?

The podcast currently has 244 episodes available.

Cases, Rulings, Regulations episodes:

June 26, 2011 Keebler - Early Distributions
Bob Keebler discusses early distributions from IRAs and Qualified Plans. He talks about both federal and state "penalties" (i.e. the additional tax). Bob distinguishes between public employees, corporations, and money in an IRA.

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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June 26, 2011 Keebler - Briefing Roth IRA Recharacterizations
Bob Keebler discusses Roth IRA recharacterizations and conversions. How and when to undo a Roth conversion.

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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0min
June 26, 2011 Keebler - Tax Sensitive Withdrawals - Part 1
Bob Keelber discusses strategies for tax sensitive withdrawals. How does a person draw upon assets to maximize retirement planning. Bob discusses the when and how and most tax efficient way to do it.

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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May 30, 2011 Keebler - IRA Asset Protection Update
Bob Keebler discusses the important topic of IRA Asset Protection and recent cases and rulings in the area.

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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May 30, 2011 Keebler - Willis v. Menotte
Bob Keebler and Barry Picker discuss the important bankruptcy case of Willis v. Menotte. Note the impact of prohibited transactions.

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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May 03, 2011 Keebler and Picker - Transferring IRAs to a Grantor Trust
Bob Keebler and Barry Picker, LISI's Employee Benefits and Retirement Planning Newsletter's Technical Editor, discuss the issues with respect to transferring IRAs to a grantor trust.

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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May 03, 2011 Keebler and Picker - IRAs, Bankruptcy, and Prohibited Transactions
Bob Keebler and LISI's Employee Benefits and Retirement Planning Technical Editor, Barry Picker discuss the interplay between IRAs, bankruptcy, and prohibited transactions.

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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April 15, 2011 Keebler - 2010 Decedents - Reporting Taxable Gains on Sale or Dispostion of Property
Bob Keebler explains the rules that govern when the estate or heirs of a 2010 decedent sell or otherwise dispose of property received from that individual.

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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0min
April 04, 2011 Keebler - Cleaning Up IRA Distribution Issues
Bob Keebler discusses how practitioners should approach thorny IRA distribution issues during tax season.

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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0min
April 04, 2011 Keebler - Integrating Portability with Large IRAs
Bob Keebler discusses how the $5,000,000 exemption can be best used between spouses through the new portability rules in 2011 and 2012.

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
...more
0min

FAQs about Cases, Rulings, Regulations:

How many episodes does Cases, Rulings, Regulations have?

The podcast currently has 244 episodes available.