In this webinar, Robert Keebler explains how recent tax measures can provide retirement account holders with tax relief and support during challenging circumstances and how recent tax court proceedings and PLRs have provided clarification around tax laws. During this presentation, Keebler also delves into strategy for the future with a discussion of planning for the Tax Cuts and Jobs Act sunset and post-mortem distribution planning for retirement accounts. Advisors will learn:
- How recent tax measures have provided tax relief for retirement account holders
- Which tax law clarifications have been provided on the management of individual retirement accounts
- The benefits and considerations of using Roth conversions as a planning strategy for the sunset of the Tax Cuts and Jobs Act
- The impact of SECURE Act 2.0 on retirement accounts for retirees and retirement saver
- How to plan for post-mortem retirement accounts distributions considering SECURE Act 1.0
