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DTSTAMP:20260809T071257Z
DTSTART:20261103T180000Z
DTEND:20261103T200000Z
SUMMARY: Planning for RMDs and Rollovers in a New Era  (2 hours)
DESCRIPTION: 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: \n\nThe latest rules\, planning opportunities\, and potential pitfalls involving RMD timing \nRollover eligibility\, Roth conversions\, and coordinating distributions across multiple account types \nAttendees will gain practical\, actionable strategies to help clients: \n  \n\nOptimize tax outcomes \nStrengthen retirement-income planning \nIntegrate RMD decisions within broader estate and wealth-transfer goals
CLASS:PUBLIC
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