Description
With tax laws set to shift in 2026, Roth conversions are becoming a crucial financial strategy. The expiration of the Tax Cuts and Jobs Act (TCJA) means tax rates could increase, making Roth conversions more expensive in the future. But is converting right for you? How can you maximize tax-free growth while minimizing tax burdens?
This CE course breaks down the essentials, helping you make informed financial decisions before the window of opportunity closes. We’ll explore strategic conversion timing, tax bracket management, estate planning advantages, and potential policy changes that could impact your retirement. You’ll learn how to avoid costly mistakes, optimize your wealth transfer strategies, and use Roth conversions to shield your savings from rising taxes.
Major topics covered:
2025 Tax Reform
Estate Planning Motivated Roth Conversions
Core Roth Conversion Concepts
Secure Act
Whether you’re a financial professional or an individual planning for retirement, this course equips you with the knowledge to act confidently in 2025. Join us and make informed Roth conversion decisions before 2026 tax changes hit!
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Learning Objectives
Identify key factors influencing Roth conversion decisions.
Calculate tax implications and bracket impacts of conversions.
Apply estate planning strategies for Roth IRA beneficiaries.
Evaluate risks and benefits of conversions under market volatility.
Prepare for potential tax law changes affecting Roth IRAs.