A webinar excerpt (YouTube video) presented by Craig Wear, CFP® explaining how proposed Trump-era tax policies affect Roth IRA conversions. The speaker frames the discussion as timely and urgent, aiming to explain what changes may occur, how strategies should adapt this year and beyond, and why there is increased urgency to complete conversions now.
Hey, you know, not long after the election we started getting a lot of questions of people asking us in our all of our CFPs, what what does this change? How do I react to it? What happens next? And so what's coming next for you to watch is an excerpt from a webinar that I did that tried to explain best I could, kind of what we see as the changes and how your strategies need to be changed and more importantly why there's even more urgency now in getting your conversions taken care of than ever before. So I hope the following information is beneficial to you that you get something out of it. I'll be back with just a real quick wrap up when this video is over. So enjoy. Hope you get something from it.
So yeah, today is all about Roth conversions and Trump's tax policies. What do I think you need to know for this year to begin to the end of the year and then beyond.
