Home|About|Services|Education|Upcoming Events|Products|E-Newsletter|Contact Us
Please click event title for more information
Learning at Lambeau IRA Seminar (Day 1 of 2)
Date: Monday May 23, 2011
Time: All Day
Location: Lambeau Field MVP Box 4039 Green Bay, WI
Type: Live Seminar
Coordinator: Lisa Chapa 920.593.1704
Description:
This two day IRA seminar includes extensive converage about:  Estate planning for IRAs with a $5,000,000 exemption, the Pension Protection Act, the IRA Regulations, pre-retirement issues, required beginning date issues, the Stretch-out IRA and how regulations affect it, the Minimim Distribution rules, spousal rollovers, funding the Bypass Trust with IRA assets, QTIPing an IRA, planning for separate shares, charitable cash-outs, division of IRAs, beneficiary designation planning, the five-year rule, post-mortem beneficiary reformations, effective dates, correcting current beneficiaries, trust traps, Roth IRA issues, Stand Alone IRA Trust planning, distribution of employer securities, insurance strategies and new, innovative planning strategies.
 
Day 1:
7:30am - 5:00pm Central
 
Day 2:
7:00am - 3:30pm Central
 
 
Information:
 
 
Back

© 2014 Keebler & Associates, LLP | 420 S. Washington Street, Green Bay, WI 54301 | All rights reserved
P: 920-593-1700 | F: 920-593-1717 |
Privacy Policy | Contact Us