To Convert or Not to Convert?
Maximize Roth IRA Conversions in 2015
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 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.
- Program Title: Strategic & Tactical Roth Conversions in 2025
- Speaker: Robert S. Keebler
- Duration: 94 minutes
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ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.