👉 Roth Conversions 2025 Avoid the Tax Hikes Coming TCJA Sunset, Widow’s Penalty & IRMAA Explained
Update: 2025-06-24
Description
Roth conversions are on the clock. Tax rates may be “permanently” extended, but that doesn’t mean you’re safe. In this episode, Neil Wilding from Stonewood Financial joins The Complete Advisor to break down exactly why 2025 may be your last best chance to lock in today’s low tax rates.
We cover:
âś… The TCJA sunset and what happens after 2025
✅ Widow’s penalty — the hidden tax trap most advisors ignore
âś… How IRMAA surcharges quietly destroy retirement income
âś… Real strategies advisors can use to create client urgency NOW
Don’t wait for Congress to change the rules again. Learn how to position Roth conversions, explain legislative risk, and build massive value in client conversations.
#rothconversion #taxplanning #financialadvisor #tcja #retirementplanning #rothira
We cover:
âś… The TCJA sunset and what happens after 2025
✅ Widow’s penalty — the hidden tax trap most advisors ignore
âś… How IRMAA surcharges quietly destroy retirement income
âś… Real strategies advisors can use to create client urgency NOW
Don’t wait for Congress to change the rules again. Learn how to position Roth conversions, explain legislative risk, and build massive value in client conversations.
#rothconversion #taxplanning #financialadvisor #tcja #retirementplanning #rothira
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