Planning for RMDs and Rollovers in a New Era
Join this webcast on RMDs and rollover strategies, covering advanced planning, common pitfalls, and practical steps to help clients reduce taxes and optimize retirement income.
Format
Webcast
Date
May 11, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Robert S. Keebler
Availability
Product Number
WC5271208
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
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here
Key Topics
- Advanced rollover strategies and Roth conversion planning
- Coordinating RMDs across multiple account types
- Integrating distribution decisions into retirement and estate planning
Learning Outcomes
- 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.
Who Will Benefit
- 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
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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