In Episode 3 of Retirement Tax Matters, we dive into one of the most significant parts of the new "One Big Beautiful Bill Act" (OBBBA): the permanent extension of the lower tax brackets originally established by the Tax Cut and Jobs Act of 2017. We’ll provide a clear refresher on how today's tax rates (12%, 22%, 24%) are historically low compared to prior years and break down a common misunderstanding of how marginal tax brackets work. Most importantly, we discuss what this newfound "runway" means for HNW retirees and how a long-term, strategic approach to Roth conversions can now be even more powerful for managing your lifetime tax bill and creating a simpler legacy for your beneficiaries. | Disclosures

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