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Episode 123 - Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEP
Estate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?
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By James Lange
4.1
3232 ratings
Estate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?
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