Craig Wear, CFP®Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Craig Wear, CFP®'s videos and podcasts

935 items

This week

7:35
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The Smart Way IRA Millionaires Avoid Millions in Taxes

2d ago
1:18
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The Best Roth Conversion Strategy

3d ago

Earlier this month

10:42
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3 Steps To Future-Proof Your Roth Conversion Plan

5d ago
0:58
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Don't Blindly Trust Software to Plan Your Roth Conversions

1w ago
3:34
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The Tax Trap Every IRA Millionaire Will Face

2w ago

September 2026

1:44
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Break Even Analysis for Roth Conversions Isn't Good Advice

2w ago
3:02
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Over 70? Use This Charity Loophole to SAVE BIG On Taxes

2w ago
1:03
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Free Roth Conversion Advice Isn't Free

2w ago
2:46
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The Biggest Mistake People Make Converting to Roth

3w ago
1:19
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Plan Ahead For Widow Taxes With Roth Conversions

3w ago
3:41
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The Real Cost Of Waiting To Roth Convert

3w ago
1:12
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Common Roth Conversion Advice Gets This Wrong

3w ago
7:44
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How IRA Millionaires Keep Their Money Safe From The IRS

3w ago
5:54
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The Time of the Year You Roth Convert Really Matters

4w ago
2:35
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How Roth Conversions Will Effect Your Medicare Premiums

1mo ago
2:08
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Convert These Assets to Roth FIRST

1mo ago
0:41
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Protect Your Loved Ones From RMDs With Roth Conversions

1mo ago
1:33
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Why IRA Millionaires Shouldn't Listen to This Roth Conversion Advice (and what to do instead)

1mo ago
12:16
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5 Ways to Pay Roth Conversion Taxes

1mo ago
1:07
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Take Control of Your RMD Taxes Before It's Too Late

1mo ago
8:56
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The Smart Way IRA Millionaires Make RMDs A Non-Issue

1mo ago
1:27
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Roth Conversions Save Your Heirs From MASSIVE Tax Burdens

1mo ago
0:56
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The Cost Of NOT Roth Converting

1mo ago

August 2026

0:58
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Stop Using Break-Even Math for Roth Conversions

1mo ago
9:19
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“When Will My Roth Conversion Pay Off?” (Wrong Question)

1mo ago
3:09
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How to Avoid Millions in Taxes in Retirement

1mo ago
2:56
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Are Professional Roth Conversion Plans Worth the Cost?

1mo ago
1:34
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Is Age 70+ Too Late To Start Roth Conversions?

1mo ago
1:14
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Gain More Tax Free Wealth With Your Roth

1mo ago
4:13
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IRA Millionaires Need to Convert More Sooner (Here's Why)

1mo ago