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Wealth Advisor Daily
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Friday, August 28, 2026The Morning Brief →Sign in
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Bradford Houchins

In PWD coverage since August 28, 2026 · 1 story
PWD coverage
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OBBBA rewrites the Roth conversion calendar

In the OBBBA's wake, advisors treat Roth conversions as a year-by-year deduction-timing decision.
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