Craig Wear, CFP® delivers a short motivational segment about Roth conversions, framing the current moment as a "Roth conversion reset." He addresses listeners who have procrastinated—overanalyzing and seeking advice—and encourages them to take advantage of the new opportunity to perform aggressive Roth conversions despite fears about potential tax-code changes.
So you may be kind of late to the Roth conversion party. You maybe have been dragging your feet, overanalyzing and talking to 37 different people about what you should do and totally confused, and that's caused you to not do much or do anything at all. This is going down as the great Roth conversion reset. You now have a new chance. You have a new opportunity to get freshly acquainted with what's going to happen and to help yourself by doing some really aggressive Roth conversions. You see, in the past, all this year, we've had people getting really motivated to get Roth conversions. And on the other hand, we've had other people who have been dragging their feet say, well, yeah, but what if they change the tax codes?
