{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/7c3702e9cca8448b9f514df2e340e46b\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/7c3702e9cca8448b9f514df2e340e46b-e45bed2642ae5767-full.jpg","duration":344.074,"title":"How to Use Boldin's Roth Conversion Explorer","description":"In this video, I demonstrate how to effectively use the Bolden Roth Conversion Explorer, starting with selecting your preferred scenario and confirming your assumptions. I recommend creating a new scenario from the baseline to easily compare differences. I walk through selecting a destination account, choosing a strategy, and setting parameters like tax brackets and conversion ages. After optimizing the plan, you can view the impacts on estate value and lifetime taxes, and if satisfied, apply the scenario. I encourage you to explore the insights provided and consider performing conversions annually for the best outcomes."}