INSTANT DOWNLOAD: “Roth Conversion Planning After Trump’s One Big, Beautiful Bill of 2025”

Roth Conversions May Be More Attractive — But Beware the New Tax Traps Lurking After Trump’s Tax Bill!

 Help Your Clients Seize New Roth Opportunities Without Triggering Stealth Tax Surprises

With the passage of President Trump’s One Big, Beautiful Bill (“OBBBA”) of 2025, converting a traditional IRA or 401(k) to a Roth IRA has never looked more appealing. Thanks to lower tax brackets, an increased standard deduction, expanded itemized deductions, and the introduction of a new senior deduction, there are significant tax savings opportunities on the table.

But don’t be fooled — Roth conversion planning is now more complicated than ever.

New deduction caps, phaseouts tied to Modified Adjusted Gross Income (MAGI), and hidden marginal tax cliffs introduce a maze of potential pitfalls. For professionals advising on tax, retirement, and estate strategies, understanding how to navigate these changes is critical.

To help you confidently plan under the new law, we’ve teamed up with nationally recognized CPA and IRA expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), for a must-watch program entitled, “Roth Conversion Planning After Trump’s One Big, Beautiful Bill of 2025”.

During this 99-minute presentation, Bob will cover:

• The strategic advantages of Roth IRA conversions under today’s tax rules and economic outlook.

• How to evaluate whether a Roth conversion aligns with your client’s long-term financial goals.

• How recent changes to the SALT deduction, senior deduction, and charitable deduction rules can create unexpected tax traps if not properly planned for.

• The impact of the expanded SALT deduction — how to recognize and avoid the stealth 45.5% marginal tax rate trap triggered when Roth conversions push clients into the SALT deduction phaseout.

• Strategies to sidestep the 53.7% QBI deduction phaseout rate and protect valuable business income.

• How Roth conversions may unintentionally raise Medicare premiums — and how to mitigate it.

• Smart investment and charitable giving tactics to reduce tax liability and enhance conversion benefits.

• Post-death Roth distribution rules and their implications for beneficiaries.

• Special considerations for Roth conversions involving special needs beneficiaries.

• And much, much more!

🎯 Don’t miss this timely and essential update — perfect for CPAs, financial advisors, estate planning attorneys, and retirement specialists. Tap into expert-level strategies and avoid costly mistakes.

Your purchase includes an instantly accessible presentation video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.

KEYWORDS:

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