Hear a recent Forum Teleconference for free. Simply complete the form to download a .zip file with the recorded teleconference and materials accompanying the practical presentation described below (.MP3 file, approximately one hour). By choosing a password, you'll be able to easily download future free teleconferences.
The Stretch IRA—Keeping Minimum Required Distributions to a Minimum,
presented by Robert S. Keebler, CPA. MST Much has been written about the IRA stretch-out, but nobody has developed a way to actually ensure it will actually happen—until now. This teleconference will reveal a simple yet fail-safe process to ensure that the client’s stretch-out goals are achieved, plus a methodology for the financial advisor to retain the assets under management over the beneficiary’s lifetime.