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SUMMARY:WEBINAR | Instant Insight: OBBBA & Roth Conversion | 8/11/2025
DESCRIPTION: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: \n\nHow The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies\nNew Tax Deductions & Their Potential Impact on Roth Conversions\nStrategic Planning to Navigate Phaseouts and Tax Cliffs
URL:https://events.annexwealth.com/event/webinar-instant-insight-obbba-roth-conversion-8-11-2025/
LOCATION:WI
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