INSTANT DOWNLOAD: “Strategic & Tactical Roth Conversions in 2025”

To Convert or Not to Convert?
Maximize Roth IRA Conversions in 2025

Clients Must ACT NOW for Bigger Tax Savings!

Time is running out to maximize the benefits of Roth IRA conversions! With the Tax Cuts and Jobs Act (“TCJA”) set to expire on December 31, 2025, now is a pivotal time to act. The current lower tax rates and favorable bracket structure create an exceptional opportunity to lock in conversion costs at historically low rates—potentially delivering significant long-term tax savings for your clients.

While Congressional leadership has expressed interest in extending the TCJA, passing a bill that balances both political and budgetary considerations will be challenging. The final outcome is unlikely to be a simple extension, making proactive planning essential. By mastering Roth conversion strategies now, you’ll be prepared to navigate upcoming tax changes with confidence.

Learn from a Nationally Renowned IRA Expert

Join Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)—a leading authority on IRA planning—for an in-depth program: “Strategic & Tactical Roth Conversions in 2025.”

In this 94-minute must-see presentation, Bob will break down key Roth conversion strategies and how the SECURE Act impacts planning, covering topics such as:

• Metered Roth conversions
• Estate planning motivated conversion planning after the SECURE Act
• Conversions in a tax reform year
• 10+ reasons to convert to a Roth IRA
• Taxation of Roth IRA conversions and distributions
• Easy-to-read conversion tables by common scenarios
• Mathematics of Roth IRA conversions
• Timing of Roth IRA conversions to gain tax rate arbitrage
• Estate tax considerations and why a Roth conversion is much better when an estate tax exists
• Hedging Roth conversions with life insurance
• Using insurance to preserve post-death “stretchout”

Don’t miss this opportunity to gain a strategic edge in Roth IRA conversion planning before tax laws shift.

Your purchase includes: Downloadable PDF handouts materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.