Ranked #1
Keebler - Retirement Distribution Strategies
Keebler - Retirement Distribution Strategies
Bob Keebler tells how your clients can make their retirement funds last a lifetime. This Podcast is sponsored by Leimber... Read more
3 Apr 2011
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Ranked #2
Keeber and Picker - New IRS Notice on Roth 401(k) Conversions
Keeber and Picker - New IRS Notice on Roth 401(k) Conversions
The dynamic duo of Bob Keebler and Barry Picker team up again - this time to go over 401(k)to Roth 410(k) Conversions an... Read more
3 Dec 2010
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Ranked #3
Keebler and Picker - IRAs, Bankruptcy, and Prohibited Transactions
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 be... Read more
3 May 2011
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Ranked #4
Keebler - IRA Issues That May Arise During Tax Season
Keebler - IRA Issues That May Arise During Tax Season
Bob Keebler discusses crucial and time-senstive issues such as excess accumulations, excess contributions, late recharac... Read more
4 Apr 2011
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Ranked #5
Keebler - Cleaning Up IRA Distribution Issues
Keebler - Cleaning Up IRA Distribution Issues
Bob Keebler discusses how practitioners should approach thorny IRA distribution issues during tax season. This Podcast i... Read more
4 Apr 2011
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Ranked #6
Keebler on Income Tax Planning for IRAs and Qualified Plans
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 IR... Read more
31 Mar 2018
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Ranked #7
Keebler and Picker - Transferring IRAs to a Grantor Trust
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 th... Read more
3 May 2011
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Ranked #8
Keebler - Transfering IRAs to Charity and Roth IRA Planning Under 2010 Tax Relief Act
Keebler - Transfering IRAs to Charity and Roth IRA Planning Under 2010 Tax Relief Act
Bob Keebler discusses transfering IRAs to qualified charities as well as the rebirth of Roth IRA planning under the 2010... Read more
30 Dec 2010
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Ranked #9
Bob Keebler on the SECURE Act
Bob Keebler on the SECURE Act
In this ten-minute podcast, Bob Keebler explains the new IRA distribution rules in the SECURE Act, H.R. 1994 which was p... Read more
24 May 2019
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Ranked #10
Keebler - Willis v. Menotte
Keebler - Willis v. Menotte
Bob Keebler and Barry Picker discuss the important bankruptcy case of Willis v. Menotte. Note the impact of prohibited ... Read more
30 May 2011
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Ranked #11
Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act
Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act
In this 20-minute podcast, Bob Keebler discusses strategies for Roth IRA conversions after tax reform. This Podcast is s... Read more
24 Aug 2018
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Ranked #12
Keeber - PLR 201104061on Wrap Fees
Keeber - PLR 201104061on Wrap Fees
Bob Keebler discusses a new PLR on Wrap Fees. This ruling provides guidance on IRA and Roth IRA wrap fees and concludes ... Read more
5 Mar 2011
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Ranked #13
IRA Planning Under the SECURE Act
IRA Planning Under the SECURE Act
In this 18-minute podcast, Bob Keebler explains the SECURE Act's effect on IRA distributions and discusses possible plan... Read more
24 Dec 2019
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Ranked #14
Keebler - Developing IRA Annnuity Strategies
Keebler - Developing IRA Annnuity Strategies
Bob Keebler is joined by guest commentator Michael Kitces in this discussion of creative IRA Annuity Strategies. This Po... Read more
27 Apr 2011
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Ranked #15
Keebler - Sophisticated Roth IRA Annuity Conversions
Keebler - Sophisticated Roth IRA Annuity Conversions
Bob Keebler is joined by Bruce Tannahill in this discussion of sophisticated Roth IRA Annuity Conversions. This Podcast ... Read more
27 Apr 2011
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Ranked #16
Keebler - Roth Recharacterizations in 2011
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... Read more
3 Apr 2011
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Ranked #17
Keebler - Integrating Portability with Large IRAs
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... Read more
4 Apr 2011
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Ranked #18
Bob Keebler on Roth IRA Basics
Bob Keebler on Roth IRA Basics
In this 19-minute podcast, Bob Keebler covers the basics of Roth IRAs, including general concepts; taxation of conversio... Read more
4 Sep 2018
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Ranked #19
Keebler on Drawdown and Portfolio Strategies After Tax Reform
Keebler on Drawdown and Portfolio Strategies After Tax Reform
In this 24-minute podcast, Bob Keebler explains strategies for drawing down investments for retirement after the Tax Cut... Read more
30 Mar 2018
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Ranked #20
Keebler on Five of the Best Estate Planning Ideas of 2018
Keebler on Five of the Best Estate Planning Ideas of 2018
In this 20-minute podcast, Bob Keebler summarizes five estate planning ideas that should be considered in 2018, includin... Read more
23 Mar 2018
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