Trusted Across the Industry
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Powering Growth-Minded Advisors
Reports Run
Stonewood reports let you evaluate taxes, income, and legacy potential between retirement strategies. See How
Advisors Trained
Join us at the next Innovate Conference, the industry's leading event on taxes in retirement. Register Now
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From seminars and emails to handouts and videos, Stonewood gives you the tools to educate and convert. Check Them Out
Industry Partners
The best in the business rely on Stonewood for growth. Ready to increase production? Let's Talk
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Ed Slott & the Roth Done Right Approach
Here at Stonewood, we follow legislative developments closely. And this year, none has been more important to retirement planning than the One Big Beautiful Bill Act (OBBBA). (You can check out our analysis of the bill here, and our primer on the sometimes-confusing new tax deduction to offset taxes on seniors’ Social Security benefits.)
But one of the biggest takeaways from OBBBA is this:
Roth conversions are now too complicated for clients to execute on their own.