The 2024 Election Could Have MAJOR Roth Conversion Implications
Is your retirement tax plan prepared to succeed regardless of who is elected in the upcoming 2024 presidential election? If not, you can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.
Timestamps:
0:00 Why This Election Could Have Major Roth Conversion Implications
0:51 The Current Tax Opportunity
1:18 Three Reasons Taxes Are Rising in 2026
3:16 The 2024 Election and The Trump Tax Cuts
3:45 Why These Tax Changes Matter for Roth Conversions
5:55 Tax Cuts and Jobs Act Under Both Candidates
6:44 More Detailed Look at Roth Conversions Now vs. 2026
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