The Wealth Advocates Podcast

One Big Beautiful Bill


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Thanks for watching our podcast on One Big Beautiful Bill. If you'd like to schedule a free consultation, you can click here: https://calendly.com/wealth-advocates 

🎬TIME STAMPS🎬 

0:00 Intro 

1:00 Roth Conversions 

2:57 2 thing the BBB introduced 

4:45 Phase Outs 

7:13 When to consider a conversion? 

8:38 SALT deduction (State and Local Taxes) 

11:45 Early conversion is best 

 

Patrick Jenkins Information: [email protected] 

John Mickelson Information: [email protected] 

www.wealth-advocates.com

 

https://youtu.be/kfBrQ08C6X0

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The Wealth Advocates PodcastBy Wealth Advocates