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

Avoid RMD Headaches and Switch to a Roth IRA Now

10 Oct 2024 · 0 min

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0:23

YouTube video by Craig Wear, CFP® advising viewers to convert IRA or 401(k) balances to a Roth IRA to avoid future required minimum distributions (RMDs). The speaker warns RMDs will begin at age 73 and that very large IRA balances (e.g., $1,000,000+) will make those RMDs particularly problematic, causing "headaches" and "pain."

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