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

Avoid Common Mistakes and Optimize Your Roth Conversion

18 Jul 2024 · 0 min

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0:16

A short video/transcript excerpt in which Craig Wear, CFP® explains that executing a Roth conversion is technically simple but choosing the correct strategy is error-prone; many people’s DIY spreadsheets get the conversion strategy wrong. The content focuses on common mistakes and strategy optimization for Roth conversions.

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