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, walks 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 gain practical, actionable strategies to help clients:
Optimize tax outcomes
Strengthen retirement‑income planning
Integrate RMD decisions within broader estate and wealth‑transfer goals