Planning for RMDs and Rollovers in a New Era - Connecticut Society of CPAs

Overview

Required minimum distribution (RMD) rules and rollover strategies continue to evolve as new regulatory guidance and legislative changes reshape retirement planning.

In this advanced webcast, nationally recognized tax expert Robert Keebler, CPA/PFS, will walk practitioners through:

The latest rules, planning opportunities, and potential pitfalls involving RMD timing

Rollover eligibility, Roth conversions, and coordinating distributions across multiple account types

Attendees will gain practical, actionable strategies to help clients:

Optimize tax outcomes

Strengthen retirement-income planning

Integrate RMD decisions within broader estate and wealth-transfer goals

Objectives

Determine the current IRS rules and regulatory updates governing required minimum distributions (RMDs) and rollover eligibility.
Analyze client scenarios to determine when rollover strategies, including partial rollovers and Roth conversions, may produce tax-efficient outcomes.
Apply how RMD and rollover decisions integrate with a client's broader retirement, estate, and tax-planning objectives, and recommend appropriate planning approaches.

Highlights

Advanced rollover strategies and Roth conversion planning

Coordinating RMDs across multiple account types

Integrating distribution decisions into retirement and estate planning

Designed For

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Prerequisites

Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Bob Keebler, Surgent McCoy CPE, LLC

Leader Bios

Bob Keebler, Surgent McCoy CPE, LLC

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA Robert is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

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