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

4 Important Reasons to Consider or Avoid Roth Conversions

2 Apr 2024 · 0 min

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The video is a short personal-finance presentation by Craig Wear, CFP® about Roth conversions. In the introduction the speaker notes that many people default to avoiding Roth conversions for reasons that are usually weak, and says he will outline reasons that are good (and not good) for avoiding or considering Roth conversions.

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