The 2025 Robert Keebler Chart Bundle

Simplify Complex Tax & IRA Strategies for Your Clients with Robert Keebler’s 2025 Planning Charts (Available in One Powerful Bundle!)

If you’re looking for a simple or easy handout to use in front of clients and prospects to explain some of the most complex tax and retirement benefit planning strategies, then look no further.

Nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), has put together several charts on some of the most complex estate, financial and tax planning strategies out there and they’re now available for you!

With this special Chart Bundle Package, you will receive all 17 of the following PDF and printable charts:

• 2025 Individual Tax Rate Threshold “Cheat Sheet” (3 pages)
• 2025 IRA Trust Client Summary Chart (one-sided)
• Section 199A Chart
• Top 10 Tax Planning Ideas for 2025 Chart
• 75 Best Income Tax Strategies in 2025 Chart
• Generation Skipping Transfer Tax Chart
• DrawDown Strategies Chart
• Tax Asset Classes Chart (one-sided)
• Bracket Management Chart
• Capital Gains Harvesting Chart
• Applying the 3.8% Net Investment Income Tax Chart
• Understanding the Net Investment Income Tax Chart
• Roth IRA Distribution Flowchart
• The Roth IRA Quadrants Chart
• Roth IRA Conversion Decision Chart
• IRA Payable to Trusts After the Secure Act Chart (one-sided)
• 2025 Traditional IRA Distribution Chart

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🚨 IMPORTANT NOTE: These PDF charts are formatted for 11″ x 17″ paper size, which exceeds the capabilities of most standard home or office printers.