The One Big Beautiful Bill Act changed a lot of things in the tax code, including your tax treatment in retirment. Matt walks through how these changes may affect your tax situation, and whether you should consider converting your 401(k) or traditional IRA funds to a Roth IRA. This is a complex and multifactorial analysis, so Matt always recommends you talk with your advisor about how to minimize your tax burden in retirement given your specific circumstances.

If you need help with your individual situation, contact Matt at https://www.benetaswealth.com to schedule a consulation.

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This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation. Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Exchange-traded funds (ETFs) are subject to market volatility, including the risks of their underlying investments. They are not individually redeemable from the fund and are bought and sold at the current market price, which may be above or below their net asset value.

How the "Big Beautiful Bill" Will Affect Roth Conversions and Your Taxes in Retirement

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