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Description
This program will demonstrate how financial advisors can model Roth conversions with the legislative changes introduced by the One Big Beautiful Bill Act (OBBBA). It will explore how adjusting key tax assumptions impacts a client’s total projected tax liability and help advisors develop strategies to enhance tax efficiency through effective Roth conversion planning.
Learning Objectives
This program will help attendees understand the tax law changes introduced by the One Big Beautiful Bill Act (OBBBA) and how they impact tax-efficient planning strategies. Attendees will gain a deeper understanding of modeling Roth conversions to maximize tax-smart planning under the OBBA tax law. Attendees will learn how to identify new planning opportunities that can optimize long-term tax efficiency.