⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

As the year wraps up, many investors are scrambling to decide whether a Roth conversion makes sense before December 31st. In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done correctly. You’ll walk away with a clearer understanding of how to avoid costly mistakes and make smarter year-end decisions.

Here’s some of what we discuss in this episode:

📅 Year-End Roth Deadlines: why December 31st matters and when to act

🇺🇸 National Debt & Tax Rates: how today’s environment shapes tomorrow’s taxes

🧠 Roth Conversion Strategy: avoiding bumps into higher brackets and using “tax bracket filling”

💸 Deductions & Tax Cuts: understanding the temporary nature of today’s tax landscape

CONNECT 🤝

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LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

Centrus Website: https://centrusfs.com/podcast/

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/