4min chapter

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Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)

The Long Term Investor

CHAPTER

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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