Roth Conversions After the OBBBA: New Opportunities and New Pitfalls - Webinar Replay

Описание: 00:00 | Welcome & Session Overview
02:28 | Jim's Personal Roth Conversion Story: How Age and Timing Shaped His Strategy
10:34 | What the OBBBA Means for Roth Conversions
17:01 | Key Roth Conversion Concepts That Still Work (and What Doesn’t)
24:55 | Using AI Tools to Model Conversion Scenarios
30:20 | Audience Q&A: Timing, Brackets, and Strategy
37:45 | Why Math, Not Emotion, Should Drive Roth Decisions
42:33 | How Multi‑Year Roth Conversions Increase Purchasing Power for You and Your Heirs
47:22 | Audience Q&A: Post-OBBBA Planning & Pitfalls
59:51 | When Is the Best Time to Convert? Classic Roth Triggers and Planning Considerations
1:07:18 | Audience Q&A: Inherited IRAs, Future Tax Law Risks, Backdoor Roths
1:20:32 | Advanced Roth Strategies (Including After-Tax Conversions)
1:29:55 | Real-World Case Study: $2M IRA, 70-Year-Old Couple
1:38:18 | Final Thoughts and Key Takeaways

About this Video -
This replay of Session 1 of our January 27th, 2026 live webinar series features updated Roth conversion strategies for high-balance retirement plan owners in light of the OBBBA. Jim Lange, CPA, attorney, and best-selling author, walks you through essential conversion triggers, math-based planning frameworks, and a real-world $2M IRA case study.

You’ll learn how the new tax law environment is reshaping Roth opportunities, how to avoid costly conversion mistakes, and how to use AI-driven modeling tools to support better retirement and legacy outcomes.

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