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WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025

August 11 @ 12:30 pm - 1:00 pm

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

Details

Date:
August 11
Time:
12:30 pm - 1:00 pm
Website:
Register »

Organizer

Annex Wealth Management
View Organizer Website

Venue

Online Event
WI United States + Google Map