Rethinking Roth Conversions:
Navigating New Tax Laws and Opportunities
Navigating New Tax Laws and Opportunities
Boost Your Client's Retirement Savings and Income Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, April, 22 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA, AEP
CPA | Tax Planning Educator Keebler and Associates
What You'll Learn
With the new OBBB introducing changes to tax laws and retirement planning, understanding the opportunities and potential pitfalls of Roth conversions has never been more crucial. Join nationally renowned CPA Bob Keebler to learn how the latest legislation may impact Roth IRA…