Impactful Conversations | Stories and Lessons for Financial Advisors

S1E16: Roth Conversions, SALT Workarounds & Trump Taxes Explained


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We're diving deep into the Trump tax bill and uncover the real opportunities it presents for financial advisors. From Roth conversions to SALT workarounds and multi-generational planning, this is your roadmap to turning policy into practice.

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Impactful Conversations | Stories and Lessons for Financial AdvisorsBy Impact Partnership