Roth Conversions After the OBBBA: New Opportunities and New Pitfalls - Webinar Replay скачать в хорошем качестве

Roth Conversions After the OBBBA: New Opportunities and New Pitfalls - Webinar Replay

00:00 | Welcome & Session Overview 02:28 | Jim's Personal Roth Conversion Story: How Age and Timing Shaped His Strategy 10:34 | What the OBBBA Means for Roth Conversions 17:01 | Key Roth Conversion Concepts That Still Work (and What Doesn’t) 24:55 | Using AI Tools to Model Conversion Scenarios 30:20 | Audience Q&A: Timing, Brackets, and Strategy 37:45 | Why Math, Not Emotion, Should Drive Roth Decisions 42:33 | How Multi‑Year Roth Conversions Increase Purchasing Power for You and Your Heirs 47:22 | Audience Q&A: Post-OBBBA Planning & Pitfalls 59:51 | When Is the Best Time to Convert? Classic Roth Triggers and Planning Considerations 1:07:18 | Audience Q&A: Inherited IRAs, Future Tax Law Risks, Backdoor Roths 1:20:32 | Advanced Roth Strategies (Including After-Tax Conversions) 1:29:55 | Real-World Case Study: $2M IRA, 70-Year-Old Couple 1:38:18 | Final Thoughts and Key Takeaways About this Video - This replay of Session 1 of our January 27th, 2026 live webinar series features updated Roth conversion strategies for high-balance retirement plan owners in light of the OBBBA. Jim Lange, CPA, attorney, and best-selling author, walks you through essential conversion triggers, math-based planning frameworks, and a real-world $2M IRA case study. You’ll learn how the new tax law environment is reshaping Roth opportunities, how to avoid costly conversion mistakes, and how to use AI-driven modeling tools to support better retirement and legacy outcomes. Follow us on your favorite platform: YouTube:    / @retiresecure   Instagram:   / retiresecure   TikTok:   / retiresecure   #RothConversion #RetirementPlanning #TaxStrategy #FinancialPlanning #WealthManagement #SecureAct #OBBBA #TaxLawChanges #RetireSecure #JimLange #FinancialEducation Investment advisory services offered by Lange Financial Group, LLC. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Visit our website https://paytaxeslater.com for more information on our investment advisory services. Please see https://paytaxeslater.com/privacy for additional disclosures.