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Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

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Manage episode 507850371 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

https://zurl.co/iXixr

  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 507850371 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

https://zurl.co/iXixr

  continue reading

104 episodes

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