Course Description:

With evolving tax laws and shifting retirement strategies, Roth conversions remain a powerful but complex planning tool. Recent legislative changes and potential tax reforms have created both new challenges and opportunities for individuals, financial advisors, and tax professionals.

This webinar will provide a practical roadmap to evaluating when a Roth conversion makes sense, how to optimize timing, and what pitfalls to avoid. We’ll cover the latest tax law updates, income tax considerations, and estate planning implications so you can better advise clients or make informed decisions about your own retirement planning.

Whether you’re seeking strategies to minimize lifetime taxes, hedge against future rate increases, or enhance wealth transfer planning, this session will give you actionable insights into maximizing the benefits of Roth conversions under today’s rules.

Session Highlights & Agenda:

• The Strategic Calculus of Roth Conversions Post-OBBB.

• Taxation of Roth IRA Conversions: Understanding the ordinary income event and its downstream effects.

• Taxation of Distributions in the New Landscape: Ensuring tax-free treatment and planning for inherited Roth IRAs.

• Trust Planning: Income taxation of IRA trusts (including conduit and accumulation trusts) post-OBBB.

• The SLAT Phaseout: How Spousal Lifetime Access Trusts interact with new OBBB provisions.

Learning Objectives:

• Explain the key tax law changes affecting Roth conversions and their potential impact on retirement and estate planning.

• Evaluate the advantages and disadvantages of Roth conversions in different income and tax scenarios.

• Identify strategies to optimize timing of conversions to minimize overall tax liability.

• Assess how Roth conversions can be used to manage required minimum distributions (RMDs) and reduce future tax burdens.

• Apply practical planning techniques to leverage Roth conversions for wealth transfer and legacy goals.

Credits and Other information:

• Credit: 2.0  (Taxes)

• Level: Basic

• Format: Live online webinar

• Duration: 120 minutes

• Requirement: Full attendance

• Prep: None needed

Who Will Benefit:

• CPA

• Enrolled Agents (EAs)

• Tax Professionals

• Attorneys

• Other Tax Preparers

• Finance professionals

• Financial planners

Speaker : Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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 Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.