Athene – A comprehensive guide to navigating Roth conversions
September 23, 2025 @ 12:00 pm - 1:00 pm
How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them. He’ll also explain how the recently enacted “Big Beautiful Bill” may limit the effectiveness of Roth conversions for certain taxpayers, and what you and your clients should consider moving forward.
You’ll learn about the:
Basics of a Roth IRA, Roth conversions and the mechanics of executing one
Key rules to understand, including the pro-rata rule, 5-year rules, and withdrawal ordering
How recent legislation, including the “Big Beautiful Bill,” may impact Roth conversion strategies
You’ll learn about the:
Details