{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/3afde0292fda499b951625544fa288af\" frameborder=\"0\" width=\"1796\" height=\"1347\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1347,"width":1796,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1347,"thumbnail_width":1796,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/3afde0292fda499b951625544fa288af-b902d134c363f430-full.jpg","duration":194.3585,"title":"Introducing the Enhanced Roth Conversion Explorer Feature","description":"In this video, I’m excited to share our new feature enhancement that allows for Roth conversions directly into individual Roth accounts, rather than virtual accounts. We now have the capability to model conversions for both Jared and Alicia, each with an 8% rate of return on their Roth IRAs. I demonstrate how to navigate the Roth Conversion Explorer, select a strategy, and apply an optimized plan that suggests 24 conversions to increase estate value and reduce lifetime taxes. I encourage you to explore this new experience and see how it improves the planning process. Please stay tuned for further updates as we streamline the transfers and Roth conversions sections."}