Podcasts by IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

Keebler on 2020 Year-End Tax Planning from 2020-08-13T06:03:33

In this 13-minute podcast, Bob Keebler discusses tax planning moves to consider at the end of 2020, bearing in mind the possibility of tax law changes in 2021.

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Keebler on Roth Conversions in a Volatile Market from 2020-04-25T04:18:20

In this 15-minute podcast, Bob Keebler discusses the advantages and drawbacks of converting an IRA to a Roth IRA in today's environment.

This Podcast is sponsored by Leimberg Information Se...

Bob Keebler and Ed Slott on RMDs Under the CARES Act from 2020-04-15T02:38:09

In this 18-minute podcast, Bob Keebler and Ed Slott discuss the changes made by the CARES Act to the rules on required minimum distributions from retirement plans and IRAs.

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Keebler on The Mathematics of Estate Planning for IRAs After the SECURE Act from 2020-02-01T00:55:47

In this 14-minute podcast, Bob Keebler discusses strategies for planning IRA and qualified plan distributions under the new law, including Roth IRA conversions, charitable remainder trusts as benef...

Bob Keebler on Planning for Eligible Designated Beneficiaries Under the SECURE Act from 2020-01-25T01:25:21

In this six-minute podcast, Bob Keebler explains the new rules that apply to distributions to eligible designated beneficiaries under the SECURE Act.

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Keebler on IRAs Payable to Trusts After the SECURE Act from 2020-01-18T00:16:09

In this 13-minute podcast, Bob Keebler outlines the changes made by the SECURE Act and how they affect planning for trusts as beneficiaries of IRA accounts.

This Podcast is sponsored by Lei...

IRA Planning Under the SECURE Act from 2019-12-24T05:53:37

In this 18-minute podcast, Bob Keebler explains the SECURE Act's effect on IRA distributions and discusses possible planning options.

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Bob Keebler on the SECURE Act from 2019-05-24T04:46:51

In this ten-minute podcast, Bob Keebler explains the new IRA distribution rules in the SECURE Act, H.R. 1994 which was passed by the House of Representatives on May 23, 2019. He suggests planning...

Bob Keebler on Roth IRA Basics from 2018-09-04T06:30:16

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 consideratio...

Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act from 2018-08-24T08:20:27

In this 20-minute podcast, Bob Keebler discusses strategies for Roth IRA conversions after tax reform.

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Keebler on Income Tax Planning for IRAs and Qualified Plans from 2018-03-31T02:13:12

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 Leim...

Keebler on Drawdown and Portfolio Strategies After Tax Reform from 2018-03-31T01:52:34

In this 24-minute podcast, Bob Keebler explains strategies for drawing down investments for retirement after the Tax Cuts and Jobs Act.

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Keebler on Five of the Best Estate Planning Ideas of 2018 from 2018-03-23T01:12:28

In this 20-minute podcast, Bob Keebler summarizes five estate planning ideas that should be considered in 2018, including planning to maximize the section 199A qualified business income deduction, ...

Bob Keebler on Asset Protection Planning for IRA Accounts from 2016-05-14T03:58:26

In this podcast, Bob Keebler discusses strategies for assuring that IRA assets are preserved for the client's intended beneficiaries.

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Market Volatility Opens Planning Opportunities from 2016-03-01T03:56:26

In this podcast, Bob Keebler explains how planners can take advantage of recent volatility in the stock market. Volatility and declines in equity values have created opportunities in estate planni...

Asset Protection and Income Tax Planning for IRAs after Clark from 2014-08-01T03:58:24

Bob Keebler interviews Edwin Morrow of Key Bank and Ohio attorney Bo Loeffler in an in-depth discussion of the implications of the U.S. Supreme Court decision in Clark v. Rameker for asset protecti...

Keebler and Shenkman: Planning from 2012-10-13T00:42:10

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 client...

Keebler - Covered Opinion Rules from 2012-09-18T08:51:26

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 ...

Keebler - Prohibited Transactions from 2012-04-09T07:59:28

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



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Keebler and Blattmachr - Planning in 2012 from 2012-01-31T03:12:38

Stars Bob Keebler and Jonathan Blattmachr discuss multiple planning tactics and considerations for this most important and pivotal year.

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Keebler and Jones - Roth Recharacterizations with Required Minimum Distribuions from 2011-12-19T22:13:20

Bob Keebler teams up with Mike Jones to give LISI members the scoop on Roth Recharacterizations with Required Distributions.

LISI wants to let you know about Bob's upcoming Two Day IRA S...

Keebler - Roth IRA Conversions Revisited from 2011-12-16T08:15:46

Bob Keebler, with years of experience in Roth Conversions, provides LISI members with his views of where things stand today and the opportunities and pitfalls.

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Keebler - Roth IRA Conversions During a Time of Volatile Markets from 2011-10-24T07:52:21

Bob Keebler discusses the issues and advantages of doing a Roth conversion in a volitle stock market. With him are LISI's Employee Benefits and Retirement Planning Technical Editior, CPA ...

Bob Keebler and the Section 1022/AMT Election 'Curveball' from 2011-08-29T23:26:20

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...

Tax Planning Opportunities in Volatile Economic Environments from 2011-08-22T05:37:47

In this PodCast, Bob Keebler reviews a variety of strategies that can immediately help clients with their stock and bond investments.

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Bob Keebler discusses Revenue Procedure 2011-41 from 2011-08-10T08:55:03

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 th...

Bob Keebler focuses on Notice 2011-66 from 2011-08-10T08:52:35

In this PodCast, Bob Keebler focuses on Notice 2011-66, the 1022 election not to pay estate tax, along with impact of Form 8939

This Podcast is sponsored by Leimberg Information Services, I...

Budget Control Act of 2011 Part 2 of 2 from 2011-08-10T08:44:30

In this PodCast, Bob Keebler focuses on the tax issues raised by the Budget Control Act of 2011, along with what Congress might do in in the future. Bob also reviews the things advisors should be...

Budget Control Act of 2011. This is Part 1 of 2 from 2011-08-10T08:30:32

In this PodCast, Bob Keebler reviewd the current fiscal situation and important dates contained in the Budget Control Act of 2011. This is Part 1 of 2

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Barry Picker - Paschall from 2011-07-14T06:47:01

Barry Picker discusses the importance of the recent Paschall case.

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Keebler - PLR 20113048 from 2011-07-01T06:22:03

Bob Keebler discusses the implications of this recent PLR dealing with the Service denying a 60 day rollover treatment subsequent to a person's death.

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Keebler - Roth IRAs from 2011-06-26T05:29:19

Bob Keebler discusses Roth IRA conversions. A quick briefing on ROTH IRAs - the benefits and downsides - and why and when a ROTH IRA should be set up.

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Keebler - Early Distributions from 2011-06-26T05:25:31

Bob Keebler discusses early distributions from IRAs and Qualified Plans. He talks about both federal and state "penalties" (i.e. the additional tax). Bob distinguishes between public employees, c...

Keebler - Briefing Roth IRA Recharacterizations from 2011-06-26T05:22:23

Bob Keebler discusses Roth IRA recharacterizations and conversions. How and when to undo a Roth conversion.

This Podcast is sponsored by Leimberg Information Services, Inc. at Listen

Keebler - Tax Sensitive Withdrawals - Part 1 from 2011-06-26T05:19:59

Bob Keelber discusses strategies for tax sensitive withdrawals. How does a person draw upon assets to maximize retirement planning. Bob discusses the when and how and most tax efficient way to do...

Keebler - Tax Sensitive Withrawal Strategies - Part II from 2011-06-26T05:13:36

Bob Keebler discusses Tax Sensitive Withdrawal Strategies over 4 Stages of a person's life cycle.

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Keebler - IRA Asset Protection Update from 2011-05-31T00:42:31

Bob Keebler discusses the important topic of IRA Asset Protection and recent cases and rulings in the area.

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Keebler - Willis v. Menotte from 2011-05-30T23:59:05

Bob Keebler and Barry Picker discuss the important bankruptcy case of Willis v. Menotte. Note the impact of prohibited transactions.

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Keebler and Picker - Transferring IRAs to a Grantor Trust from 2011-05-03T08:49:36

Bob Keebler and Barry Picker, LISI's Employee Benefits and Retirement Planning Newsletter's Technical Editor, discuss the issues with respect to transferring IRAs to a grantor trust.

This ...

Keebler and Picker - IRAs, Bankruptcy, and Prohibited Transactions from 2011-05-03T08:36:56

Bob Keebler and LISI's Employee Benefits and Retirement Planning Technical Editor, Barry Picker discuss the interplay between IRAs, bankruptcy, and prohibited transactions.

This Podcast is...

Keebler - Sophisticated Roth IRA Annuity Conversions from 2011-04-27T08:19:36

Bob Keebler is joined by Bruce Tannahill in this discussion of sophisticated Roth IRA Annuity Conversions.

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Keebler - Developing IRA Annnuity Strategies from 2011-04-27T08:08:44

Bob Keebler is joined by guest commentator Michael Kitces in this discussion of creative IRA Annuity Strategies.

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Keebler - Cleaning Up IRA Distribution Issues from 2011-04-04T08:56:01

Bob Keebler discusses how practitioners should approach thorny IRA distribution issues during tax season.

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Keebler - Integrating Portability with Large IRAs from 2011-04-04T08:47:49

Bob Keebler discusses how the $5,000,000 exemption can be best used between spouses through the new portability rules in 2011 and 2012.

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Keebler - IRA Issues That May Arise During Tax Season from 2011-04-04T08:39:32

Bob Keebler discusses crucial and time-senstive issues such as excess accumulations, excess contributions, late recharacterizations, and missed 60 day roll-overs. Even if you are in the middle of...

Keebler - Retirement Distribution Strategies from 2011-04-03T08:44:11

Bob Keebler tells how your clients can make their retirement funds last a lifetime.

This Podcast is sponsored by Leimberg Information Services, Inc. at Listen

Keebler - Roth Recharacterizations in 2011 from 2011-04-03T08:31:48

Timing is everything. Bob Keebler talks about the rules allowing Recharacterization and how much time you have to do it.

This Podcast is sponsored by Leimberg Information Services, Inc. a...

Keeber - PLR 201104061on Wrap Fees from 2011-03-05T08:26:27

Bob Keebler discusses a new PLR on Wrap Fees. This ruling provides guidance on IRA and Roth IRA wrap fees and concludes these fees can paid from outside the account!

This Podcast is sponso...

Keebler - Transfering IRAs to Charity and Roth IRA Planning Under 2010 Tax Relief Act from 2010-12-30T01:53

Bob Keebler discusses transfering IRAs to qualified charities as well as the rebirth of Roth IRA planning under the 2010 Tax Relief Act

This Podcast is sponsored by Leimberg Information Se...

Keeber and Picker - New IRS Notice on Roth 401(k) Conversions from 2010-12-03T08:14:01

The dynamic duo of Bob Keebler and Barry Picker team up again - this time to go over 401(k)to Roth 410(k) Conversions and the latest IRS Notice.

This Podcast is sponsored by Leimberg Inf...

Keebler - 401(k) to Roth IRA Conversions from 2010-10-21T07:51:58

Bob Keebler discusses what you need to know when considering a conversion to a ROTH IRA.

This Podcast is sponsored by Leimberg Information Services, Inc. at Listen

KEEBLER - RMDs In YEAR of CONVERSION from 2010-07-30T02:03:25

Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION.


Bob Keebler of Baker-Tilley is a recipient of the prestigious National Associatio...

Keebler on PLR 201021038 from 2010-06-07T02:22:06

Bob Keebler discusses PLR 201021038 and its implications. This is an important PLR involving naming a trust as a beneficiary of an IRA. Retroactive reformation of a trust was not respected by t...

Keebler - What the Estate Planning Lawyer Needs to Know About Roth Conversions and Estate Planning for Roth IRAs from 2010-05-19T00:20:19

Bob Keebler provides insight into "What the Estate Planning Lawyer (and every other member of the estate and retirement planning team) Needs to Know About Roth Conversions and Estate Planning for ...

Keebler on the New 3.8% Surtax from 2010-03-26T01:43:18

Bob Keebler discusses the new surtax on passive investment income and why Roth Conversions should be considered by some wealthy individuals who will be subjected to the surtax.

This Podc...

Picker and Keebler on IRS Notice 2009-75 from 2010-01-30T22:55:27

Barry Picker and Bob Keebler explore the implications of IRS Notice 2009-75

This Podcast is sponsored by Leimberg Information Services, Inc. at ht...

Roth IRA Conversions - Bob Keebler from 2009-09-02T03:26:04

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our softw...

We Just Disagree-What is the Meaning of In Connection With? - Ed Zollars from 2008-09-15T08:03:56

This PodCast examines a difference in application of IRC "162(k) between the Ninth Circuit Court of Appeals and the United States Tax Court given the Tax Court's decision in Ralston Purina v...

Not a Mere Technicality-SEP Disqualified - Ed Zollars from 2008-05-24T06:52:43

This PodCast pertains to a case involving a failure to meet SEP rules.

Simplified employee pensions (SEPs) are a popular retirement plan for extremely small businesses, with one of the key ...

Washing Out a Loss-IRS Rules on IRAs Relationship to Section 1091 - Ed Zollars from 2007-12-22T05:22:42

This PodCast concerns wash sale rules and IRA investments. IRS Revenue Ruling 2008-5 deals with issue of a taxpayer selling securities at a loss in a taxable account and then purchasing identica...

The Value of Standards-SSVS No. 1 Released and the Impact on CPAs in Tax Practice - Ed Zollars from 2007-07-04T06:28:36

This PodCast examines a new set of standards released by the American Institute of CPAs' Consulting Services Executive Committee that will take effect for engagements entered into after Jan...

Delay of Game-IRS Grants Temporary Relief For Section 6694(a) Changes - Ed Zollars from 2007-06-17T06:57:13

This PodCast pertains to IRS Notice 2007-54 which grants partial relief from some of the changes made to the preparer penalties under Section 6694(a), delaying full implementation of the pr...

Put on Notice-IRS Explains the Distribution Provisions in the Pension Protection Act of 2006 - Ed Zollars from 2007-01-13T06:18:57

This PodCast concerns IRS Notice 2007-7 that explains the distribution provisions in the Pension Protection Act of 2006. 
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The Dictionary vs. the Regulations-Active Participation in Retirement Plans - Ed Zollars from 2006-12-02T01:21:56

This PodCast covers the issue of whether an individual is or isn't considered an active participant in a retirement plan.
The determination can be complex, as the taxpayer found out in the ca...

It's a Matter of (Misplaced) Trust-Taxpayer Reliance on Advice - Ed Zollars from 2006-08-04T05:25:05

This PodCast is about taxpayer advice and its reliability and its credibility in court.  Taxpayers get their advice from a lot of sources, and we often end up having to defend our own advice a...

Gee, Whose IRA Was It? Issues of Surviving Spouses and IRAs - Ed Zollars from 2006-07-28T05:58:48

This PodCast is about the Section 72(t) penalty tax on premature distributions and the question, "Is a distribution made to a surviving spouse that was rolled to her IRA but can be traced to her...

Tax Increase Prevention Act of 2005-The Highlights and Lowlights - Ed Zollars from 2006-05-19T05:54:46

This Podcast covers TIPRA , the Tax Increase Prevention Act of 2005.  We finally have a 2005 extender bill, albiet missing a few extenders and with a few surprises (some good, some not so grea...

It's T time - Exceptions to the 10 Percent Penalty Tax on Premature Distributions - Ed Zollars from 2006-05-12T06:22:10

This Podcast deals with the 'premature distributions' penalty tax and its exceptions.

Taxpayers who take distributions from retirement plans prior to attaining age 59 1/2 have to deal with ...

But I Never Got That Letter: When Mail Doesn't Make It To Taxpayers - Ed Zollars from 2006-04-22T05:13:05

This PodCast covers tax issues relating to mail the IRS sends to the wrong address, mail that never makes it to the taxpayer, or mail that arrives late.  Much of the information that taxpayers...

Efficient Tax Research - Ed Zollars from 2006-02-17T04:47:35