Tax Section Odyssey cover image

BBB Crossover Special: Tax and planning strategies under the new law

Tax Section Odyssey

00:00

Navigating Roth Conversions and Medicaid Considerations

This chapter delves into the intricacies of Roth conversions amidst new tax laws, emphasizing the importance of strategic planning for financial advisors and CPAs. It also addresses the ways in which Medicaid requirements can affect high-net-worth clients and their dependents' healthcare planning.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app