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Reserve Your Spot for Our 5-Part Webinar Series: The Roth Advantage: Maximizing New Tax Laws Before They Expire
The OBBBA permanently extends TCJA tax rates while adding temporary enhanced deductions through 2028–2030. With deficits growing and entitlement programs under pressure, the likelihood of higher future taxes is real. Acting now ensures you don’t miss this planning window.
Webinar Series Topics
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- Session 1: Smart Roth Conversions – A Retirement Case Study
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- Session 2: The 2025 Tax Window: Why Tax Planning Makes Sense Now
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- Session 3: Portfolio Positioning – Investment Strategies for Roth Conversions
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- Session 4: Legacy Planning – Maximizing Wealth for You and Your Heirs
- Session 5: How Financial North Partners Puts It All Together
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The OBBBA permanently extends TCJA tax rates while adding temporary enhanced deductions through 2028–2030. With deficits growing and entitlement programs under pressure, the likelihood of higher future taxes is real. Acting now ensures you don’t miss this planning window.
Webinar Series Topics
-
-
- Session 1: Smart Roth Conversions – A Retirement Case Study
-
- Session 2: The 2025 Tax Window: Why Tax Planning Makes Sense Now
-
- Session 3: Portfolio Positioning – Investment Strategies for Roth Conversions
-
- Session 4: Legacy Planning – Maximizing Wealth for You and Your Heirs
- Session 5: How Financial North Partners Puts It All Together
-
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- How to build a multi-year tax optimization roadmap before provisions expire
- How to time Roth conversions for maximum tax savings
- Integration of Roth planning with portfolio strategy and estate planning
- Real-world case studies of families with wealth profiles like yours
