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Rethinking IRAs Roth Conversions: Decoding New Tax Laws Regulatory Update Under OBBBA


  • EVENT DATE:

    Jun 19, 2026

  • PRESENTER(s): Robert Keebler

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL409



Description

With the new OBBB bringing significant changes to tax laws and retirement planning, understanding both the opportunities and challenges of Roth conversions is becoming essential for proactive strategies. This session will examine how the latest legislation affects Roth IRA conversions and provide practical insights to help optimize retirement planning. We’ll cover both technical and strategic aspects, including income tax considerations, integration with estate and retirement planning, and methods for evaluating the long-term benefits for clients.


We will also cover practical concerns practitioners often face, including how to time conversions amid fluctuating income, strategies for handling estimated tax obligations, and the broader impact on Medicare premiums and Social Security benefits.


Learning Objectives:

  • Understand the major retirement and estate planning changes introduced under OBBB.

  • Analyze how Roth IRA conversions fit into today’s evolving tax landscape.

  • Explore strategies for coordinating Roth conversions with estate and gift planning goals.

  • Learn how income variability, deductions, and credit phaseouts influence conversion timing.

  • Assess the broader financial effects of conversions, including Medicare premiums and Social Security benefits.

  • Examine planning opportunities with trusts, high-net-worth estates, and unique family situations.

  • Identify tax-efficient approaches for charitable giving and legacy planning with Roth accounts.

  • Apply practical frameworks to evaluate when and how a Roth conversion delivers the greatest long-term benefit.

Session Highlights:

  • Navigating OBBB: New Rules for Retirement and Estate Planning.

  • Updated Distribution Options for Beneficiaries under OBBB.

  • Strategic Roth Conversions: Timing, Taxes, and Long-Term Value.

  • Coordinating Retirement Accounts with Estate & Gift Planning.

  • Impact of OBBB on Trust Taxation and Reporting.

  • Managing Medicare Premiums & Social Security Implications.

  • Wealth Transfer and Life Insurance in the OBBB Era.

  • Identifying Tax-Saving Opportunities in a Shifting Landscape.

  • Practical Planning Scenarios and Case Studies.

Credits and Other information:

  • Recommended IRS credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Advanced
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS CE Provider: #PUPOT
  • IRS Course ID: PUPOT-T-00017-25-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA's
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Tax and Estate Planning Attorneys
  • Accountants
  • Registered Agents
  • Tax Compliance Managers
  • Other Tax Professionals
  • Finance professionals


Speaker Profile:

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 Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favourable 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.  Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.



             - IRS CPE Credits: 2 (Taxes)                 This Program has been approved
                                                                                   for 2 CPE hours under IRS.
             - IRS CE Provider ID: #PUPOT



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Email us at support@taxeslearning.com or call +1-5855268441.



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