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Kellerman - IRAs and Prohibited Transactions Logo aicpa

  Robert Keebler |   Free |   AICPA |   23 Jun 2015 |

In this podcast, Bob Keebler addresses the case of In re: Kellerman, describing the series of prohibited transactions that led to the US Bankruptcy Court ruling that an IRA was not exempt from taxation.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Retirement plans & savings vehicles, Foundational