IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

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IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis episodes

  • 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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  • 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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  • 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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  • Keebler - Sophisticated Roth IRA Annuity Conversions
    Bob Keebler is joined by Bruce Tannahill in this discussion of sophisticated Roth IRA Annuity Conversions.

    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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  • Keebler - Developing IRA Annnuity Strategies
    Bob Keebler is joined by guest commentator Michael Kitces in this discussion of creative IRA Annuity Strategies.

    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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  • 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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  • 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

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  • Keebler - IRA Issues That May Arise During Tax Season
    Bob Keebler discusses crucial and time-senstive issues such as excess accumulations, excess contributions, late recharacterizations, and missed 60 day roll-overs. Even if you are in the middle of tax season, you need to stop and listen to this short and timely commentary crammmed with tax traps and their solutions.

    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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  • Keebler - Retirement Distribution Strategies
    Bob Keebler tells how your clients can make their retirement funds last a lifetime.

    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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  • Keebler - Roth Recharacterizations in 2011
    Timing is everything. Bob Keebler talks about the rules allowing Recharacterization and how much time you have 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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