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

$1.6M in Tax Savings!

26 Mar 2025 · 0 min

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0:24

YouTube video by Craig Wear, CFP® explaining tax-saving strategies that resulted in substantial lifetime and estate tax reductions. In this excerpt he states a combined $1,625,000 in tax savings: $750,000 saved during the clients' lifetime and $875,000 saved from estate taxes, and emphasizes protecting heirs' inheritance from the IRS.

Questions this video answers

$750,000

$875,000

The result for them is they saved $750,000 in tax during their lifetime, and they saved another 875,000 from their estate having to pay the taxes or their heirs having to pay taxes out of their inheritance. And some people say, I don't care about my heirs whatever. But, I mean, do you really not care about your heirs so much that it's okay that the IRS gets it instead? I mean, that doesn't make any sense, right?