Qualified Plans

By [email protected]

Covers recent cases, rulings, regulations, and legislation pertaining to the installation, operation, and termination of qualified retirement plans (pension, profit-sharing, ESOP) and the taxation of ... more

· Business

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FAQs about Qualified Plans:

How many episodes does Qualified Plans have?

The podcast currently has 41 episodes available.

Qualified Plans episodes:

September 04, 2018 Bob Keebler on Roth IRA Basics
In this 19-minute podcast, Bob Keebler covers the basics of Roth IRAs, including general concepts; taxation of conversions and distributions; mathematics of conversions; and estate tax considerations.

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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March 31, 2018 Keebler on Income Tax Planning for IRAs and Qualified Plans
In this 25-minute podcast, Bob Keebler discusses planning to maximize the income tax benefits of retirement plans and IRAs under the Tax Cuts and Jobs Act.

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
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August 04, 2017 Bob Keebler on Roth Conversions by Asset Class
In this podcast, Bob Keebler discusses a powerful planning technique: multiple Roth IRA 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
...more
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August 04, 2017 Bob Keebler on the Proposed 5-Year IRA Rule
A Congressional proposal would limit the stretchout of IRA distributions after the death of the owner in most cases. Bob Keebler analyzes the proposed legislation in this podcast.

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
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October 12, 2012 Keebler and Shenkman: Planning
Bob Keebler and Marty Shenkman discuss planning between now and December 31st. The time is crucial and the opportunity is not to be missed.
Marty has created a postcard to inform clients of 2012 planning opportunities.
A company called "Printing for Less" - which does Marty's newsletter - will customize and mail it for any practitioner at a 20% discount off printing costs + postage. (Marty gets no payment from this).
You can use his postcard primarily with no royalties (but a nice note and perhaps a gift to charity in Marty's name is in order).
To learn more, just go to http://www.printingforless.com/shenkman and you can quickly handle the entire process.
LISI has posted Marty's sample postcard and a flyer that explains it. You can find it by loging into LISI and looking under ActualText.

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
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September 18, 2012 Keebler - Covered Opinion Rules
Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Section 10.37 - dealing with tax opinions and how attorneys must comply. Also stressed in this interview is section 10.35, which requires competence and 10.36 dealing with management oversight proceedures and standards.

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
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April 09, 2012 Keebler - Prohibited Transactions
Bob Keebler Discusses one of the most dangerous of all retirement and IRA planning topics, prohibited transactions. Don't miss this most important PodCast!

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
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August 29, 2011 Bob Keebler and the Section 1022/AMT Election 'Curveball'
In this important PodCast, Bob Keebler reviews what he is calling the Section 1022 Election/AMT 'Curveball.' According to Bob, it appears that there is a strong possibility that taxpayers electing carryover basis will have different basis for AMT and regular tax purposes. This, according to Bob, appears to have been missed by the tax writing committees and the IRS.

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
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August 22, 2011 Tax Planning Opportunities in Volatile Economic Environments
In this PodCast, Bob Keebler reviews a variety of strategies that can immediately help clients with their stock and bond investments.

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
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August 10, 2011 Bob Keebler discusses Revenue Procedure 2011-41
Bob Keebler discusses Revenue Procedure 2011-41, which was issued by the IRS on August 5th. Bob covers the safe harbor rules applicable when executors elect out of paying estate tax, as well as the rules on how-to allocate basis

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 Qualified Plans:

How many episodes does Qualified Plans have?

The podcast currently has 41 episodes available.