Advanced Roth Planning Strategies
Live masterclass with Jeffrey Levine, CPA/PFS, CFP®
June 5 | 3 PM Central | 60 Minutes
Why Elite Advisors Are Clearing Their Calendars for This Session
- “After-Tax Net-Worth” Wake-Up Call – See the side-by-side math that flips a $1 MM IRA vs. $1 MM Roth on its head
- The 15-Minute Bracket-Filler Playbook – Lock in sub-24 % tax rates for clients who look maxed-out today
- Zero-Penalty Mega-Back-Door Path – Funnel six-figure Roth dollars straight through employer plans (no IRA hassles)
- Widow’s Penalty & Tax-Torpedo Shields – Keep surviving spouses and future high-income retirees out of bracket shock
- Post-Conversion Asset Re-Stack – The sequencing tweak that can slice future Medicare surcharges in half
(Jeffrey will reveal the one Roth timing mistake he still sees top producers make—are you guilty?)
This Masterclass Is For You If…
- You’re growth-minded but skeptical of “tax-alpha” hype
- Your AUM is rising faster than clients’ after-tax wealth
- “Roth conversions” feels like a tired pitch—yet you suspect there’s more juice to squeeze
- You want a repeatable framework you can plug into planning software tomorrow
What You’ll Walk Away With
- A 12-Month “Roth Roadmap” Template – Ready to brand and drop into client reviews
- Bracket-Bumping Calculator Inputs – Jeffrey’s exact guardrails for 12 %, 22 %, and 24 % fills
- Client-Friendly Talking Points – Short scripts that turn tax drag into an urgent call-to-action
- Prospect Magnet – A one-question Roth diagnostic that surfaces hidden rollover assets
Meet Your Guide
Jeffrey Levine is the tax-planning force behind Kitces.com, a frequent CNBC contributor, and architect of hundreds of seven-figure Roth strategies for high-net-worth families. His blend of planner-level detail and plain-English delivery has made him the go-to expert advisors trust when the stakes—and the account balances—are high.
Why Simplicity InsurMark Is Sponsoring
Because our advisor partners are living proof: tax-smart planning widens wallets and deepens relationships. We provide the marketing muscle, tools, and case-design support that turn Jeffrey’s insights into pipeline growth.
Reserve Your Seat Now
“I already do conversions—why attend?”
Jeffrey tackles the new 2025 tax landscape, the Notice 2014-54 loophole few advisors exploit, and the asset-location twist that turns a good Roth into a great one. Miss it and you’ll be reacting to clients who heard it first—from the competition.
🚀 Stream spots are limited. Claim yours in under 30 seconds.
Simplicity InsurMark and Jeffrey Levine are not affiliated. Strategies discussed may not be appropriate for every client; advisors should consult their compliance department.