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4min chapter
Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
The Long Term Investor
Navigating Roth Conversions and Estate Taxes Ahead of 2026
This chapter explores the potential expiration of the Tax Cuts and Jobs Act and its impact on Roth conversions and estate planning strategies. It emphasizes the importance of personalized financial advice to address the complexities of federal and state tax implications ahead of the 2026 deadline.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode