Taxes on Sale: Why Now Is the Time for Roth Conversions скачать в хорошем качестве

Taxes on Sale: Why Now Is the Time for Roth Conversions

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-... As the year wraps up, many investors are scrambling to decide whether a Roth conversion makes sense before December 31st. In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done correctly. You’ll walk away with a clearer understanding of how to avoid costly mistakes and make smarter year-end decisions. Here’s some of what we discuss in this episode: 📅 Year-End Roth Deadlines: why December 31st matters and when to act 🇺🇸 National Debt & Tax Rates: how today’s environment shapes tomorrow’s taxes 🧠 Roth Conversion Strategy: avoiding bumps into higher brackets and using “tax bracket filling” 💸 Deductions & Tax Cuts: understanding the temporary nature of today’s tax landscape 0:00 – Intro 0:43 – Roth Conversion Deadlines 1:29 – National Debt and Tax Rates 4:04 – Inflation 5:44 – Strategies for Roth Conversions 11:15 – Working with a Professional #taxplanning #taxstrategies #rothconversion _______________________________ CONNECT 🤝 Facebook:   / centrusfinancialstrategies   X: https://x.com/centrusfs?s=21 LinkedIn:   / -wilson-group-financial   _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-...