video1.0<iframe src="https://www.loom.com/embed/7c3702e9cca8448b9f514df2e340e46b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7c3702e9cca8448b9f514df2e340e46b-e45bed2642ae5767-full.jpg344.074In 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.