WHY NOW FOR ROTH IRA CONVERSIONS?

The “One Big Beautiful Bill Act” has created a tax environment ripe for Roth IRA conversions through key measures including:

New tax deduction
for Americans age 65+

Permanent extension of
lower tax bracket rates

Favorable tax environments like this one don’t last forever. Acting now could help your clients maximize their tax savings and tax-free retirement income while protecting them from the possibility of future tax increases.

Get tools and expert insights

Don’t just take it from us — hear what Becky Ruby Swansburg, CEO of Stonewood Financial, had to say in a recent webinar hosted by EquiTrust. Plus, get tools and resources to aid your Roth conversion business!

About the presenter

Becky Ruby Swansburg

Chief Executive Officer, Stonewood Financial

Becky Ruby Swansburg is CEO of Stonewood Financial and an expert on legislative risk in retirement. A nationally recognized public speaker and author, Becky has trained financial professionals across the country on incorporating tax-efficient retirement strategies into their practices. She is co-author of multiple industry-leading books including The Road Less Taxed and The No-Compromise Retirement Plan. She has served as the Director of Public Affairs for Greater Louisville Inc., handled communications for several members of the U.S. Congress and government agencies, and worked in the White House Press Office.

2027 EquiTrust Incentive Trip

The qualification period is underway! The top 50 qualifiers will be eligible for a luxurious retreat to beautiful Napa Valley, California.

Premium bonus special

Additional 3% bonus on eligible bonus products for applications received through September 30, 2026.

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