Retirement Tax Services Podcast cover image

Tax planning and surge meetings with Micah Shilanski

Retirement Tax Services Podcast

CHAPTER

Navigating Roth Conversions in Uncertain Tax Times

Exploring the client concerns and strategic tax planning considerations surrounding Roth conversions amidst potential tax rate changes, with a focus on communication alignment and psychological decision-making aspects. Delving into the emotional impact on clients and satisfaction levels post Roth conversions.

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