It’s not new. It’s not flashy. It’s Roth conversions. And thanks to President Trump’s One Big Beautiful Bill, it just became the most powerful conversation starter in your marketing toolkit.
Here’s why.
Locking In Lower Rates
The bill extended the current tax brackets, locking in historically low rates for a few more years. That gives your clients a rare window to convert pre-tax dollars to a Roth at a discount.
Here’s the kicker: most people don’t know this. They’re hearing noise about Social Security, tax-free income, and they’re confused. That’s your in.
Starting the Roth Conversation
When bringing up the topic with your clients, lead with something like: “Let’s sit down and see if Roth conversions still make sense for you.” It’s simple, it’s relevant, and it works. You can use the same working over the radio, in seminars, on social media — everywhere where your clients and prospect might need to hear it.
Don’t overthink it. You don’t need to be a tax attorney to make it work; you just need to be one sentence ahead of your client. That sentence — “let’s talk about Roth conversions” — is the one that gets them in the door. Use it everywhere.
If you need more conversation starters, check out Selling with Stories on our YouTube channel. And of course, like and subscribe.
