IRA Trust Calculator

The Stand-Alone Inherited IRA Trust Calculator, created by Robert S. Keebler, CPA, MST, provides tables, charts and graphs and also a report that can be customized with your firm's name along with your client's specific situation. You will be able to provide reports in a highly customized, multi-color format.

Robert S. Keebler, CPA, MST is a partner with Virchow, Krause & Company, LLP and chair of the Virchow, Krause Estate and Financial Planning Group. From 2003 to 2006, Mr. Keebler has been named by CPA Magazine as one of the top 100 most influential practitioners in the United States. He is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH's Financial and Estate Planning Advisory Board. Mr. Keebler is the author of over 75 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

As a WealthCounsel Member, this powerful tool is available to you at special member pricing.

Sample Single Report
Sample Married Report
Printable IRA Trust Calculator Order Form

IRA Trust Calculator Support