AICPA logo
AICPA logo
  • Home
Game-changing retirement proposals: What to do for clients now
Personal Financial Planning

Game-changing retirement proposals: What to do for clients now

Beginning January 2022, saving techniques for retirement could look different. Join us to learn strategies before the end of the year to optimize planning.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



Robert S. Keebler


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

Saving techniques for 2022 and beyond

The Ways & Means bill would change the rules of the road for Roth IRA conversions, and would force distributions from "MEGA" Roth IRAs, traditional IRAs and 401k plans.

In this webcast, you'll get up to speed as we review proposals and discuss planning techniques to mitigate their impact should they become law.

You will learn:

  • Roth conversion planning to consider prior to 2022 when tax rates will likely be higher and backdoor conversions may no longer be allowed
  • How the forced distributions from MEGA Roth IRAs, 401ks and traditional IRAs will work
  • Planning strategies to keep income below the $400,000 and $450,000 thresholds
  • Proposals that would restrict the ability to do Roth contributions and Roth conversions

Key Topics

  • Retirement planning proposals that may require action before January 2022
  • Techniques to optimize retirement planning for your clients

Learning Outcomes

  • Analyze how the legislative changes will shift retirement planning for your clients
  • Recognize planning necessities and opportunities for clients to optimize their assets and income in retirement

Who Will Benefit

  • CPAs
  • Accountants and finance professionals
  • Financial planners
  • Tax professionals

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of retirement planning strategies.
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, 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 150 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. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here
Game-changing retirement proposals: What to do for clients now
This product is not available at the moment.

Related content