Legislation

Legislation

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Legislation episodes

  • Keebler - Roth IRAs
    Bob Keebler discusses Roth IRA conversions. A quick briefing on ROTH IRAs - the benefits and downsides - and why and when a ROTH IRA should be set up.

    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 - 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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  • 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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  • 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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  • 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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  • Keebler - 100% Exclusion for Qualified Small Business Stock
    Bob Keebler discusses the pros and cons of the 100% gain exclusion for Qualified Small Business Stock. This exclusion is now better than ever.


    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 - 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

    0 min

About Legislation

From the publisher's feed

Covers recent legislation on all topics of interest to financial services professionals.