The 2025 Robert Keebler Chart Bundle – PDF Charts ONLY
Includes: All 17 2025 Updated Charts PDF file of each chart. Option to custom-design the PDF versions available for an additional fee.
SKU 2025RSKCHARTS-PDF
$495.00
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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 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)
- Traditional IRA RMD Flowchart Chart
All of these charts are updated for 2025 and are 11″ x 17″ .
What’s Included in the 2025 Robert Keebler Chart Bundle (PDF ONLY)?
This product bundle includes all 17 of Robert Keebler’s Charts, which are great resources for you, your clients, and your entire office!
With this bundle, you will have access to the PDF download of each chart.
The 2025 Robert Keebler Chart Bundle comes with:
- 2024 Individual Tax Rate Threshold “Cheat Sheet” (3 pages)
- 2024 IRA Trust Client Summary Chart (one-sided)
- Section 199A Chart
- Top 10 Tax Planning Ideas for 2024 Chart
- 75 Best Income Tax Strategies in 2024 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)
- Traditional IRA RMD Flowchart Chart
Want to Make an Even Bigger Impact? Brand These Charts with Your Firm’s Logo!
Take your client and referral marketing to the next level with our Custom-Branded PDF Chart Bundle. Many top firms choose to personalize these charts with their own branding so they can confidently share them with clients, prospects, and professional partners.
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