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

Avoid the Pitfalls and Maximize Your Roth Conversion Strategy

12 May 2024 · 0 min

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0:09

Short advice from Craig Wear, CFP® about Roth 401(k) and in-plan Roth conversions. The speaker urges viewers to check whether their employer plan offers a Roth 401(k) and whether the plan allows in-plan conversions (suggesting contacting the plan or checking online). This is an instructional snippet from a longer YouTube explainer on Roth conversion strategies.

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