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Tuesday, November 3, 2026 Live Webcast

Planning for RMDs and Rollovers in a New Era (X3-2026-PFP-PRRNE-20261103)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

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.

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

BENEFITS

  • 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

COURSE LEVEL

Intermediate

PREREQUISITES

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

INSTRUCTOR

Robert Keebler

Robert S. Keebler

Read bio

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 3 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA

AREAS OF INTEREST

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