WEBINAR | Instant Insight: OBBBA & Roth Conversion | 10/20/2025

You’re working on your financial future with thoughts of proactive tax planning, including the oh-so-popular Roth conversion strategy. And then… OBBBA is signed into law. Well, the Annex team has reviewed all 900 pages of the law – especially, the 400 which are tax provisions. Join us for Instant Insight: OBBBA & Roth Conversions, a brief, insightful interactive update where we’ll discuss:

• How The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies
• New Tax Deductions & Their Potential Impact on Roth Conversions
• Strategic Planning to Navigate Phaseouts and Tax Cliffs