| Estate Tax Planning, IRA Conversions., OBBBA, Planning with IRA Rolls, Public Law 119-21, ROTH Rolls, strategic tax planning
I Have a Quick Question… “Should I Continue to Convert My Traditional IRA’s to ROTHs Given the Passing of the One Big Beautiful Bill Act (OBBBA)?” 🪙👛💵
One of our client’s shared a recent article he read in the Wall Street Journal, his question: should I still continue with the Roth Conversions, and should I now place a large amount of money in a charity donor advised fund The answer, of course, is “it depends” — and it’s not quick or easy. Like most things tax-related, the answer is tailored to each client’s circumstances and goals and of course… Read more