Guests: Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq.

The elimination of the ability to stretch IRA and qualified plan distributions over the life of the beneficiary has made effective planning a bit more challenging. In this episode, learn from Bob Keebler and Jonathan Blattmachr as they explore the SECURE Act’s 10-year rule and planning strategies for your clients, including:

Using CRUTs or NIMCRUTs to simulate a payout that is longer than 10 years
Considerations for planning with trusts and s-corporations
How to create a plan that gives your clients flexibility and opportunities
How to calculate the math and determine the timing of these planning strategies

Access the related resources from this podcast:

SECURE Act resources, podcasts, and charts from Bob Keebler in the Proactive Planning Toolkit
10^th edition of The Adviser’s Guide to Financial and Estate Planning updated for SECURE
Article analyzing the CRUT and NIMCRUT strategy

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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Planning Ideas with the SECURE Act’s 10-Year Rule {PFP Section}

AICPA Personal Financial Planning (PFP)