Navigating Roth Conversions and Estate Taxes Ahead of 2026

The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes? 

Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I’ll cover sample scenarios and careful considerations in today’s episode.

Listen now and learn: 

• Who benefits most from Roth conversions and why

• How timing and your tax bracket can make or break a Roth conversion strategy

• 4 real-life examples of using Roth conversions to lower taxes

• Why a calculated, strategic approach to Roth conversions is essential

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.