This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (it doesn't) and share best practices for how to effectively communicate the value and execution of Roth conversions. Steven and Micah also run through key provisions of the newest tax law change that impact their clients and what they are and aren't going to spend their time on as the year wraps up.
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Retirement Tax Services Podcast