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

Don't waste your bonus year! #rothconversion

13 Mar 2025 · 0 min

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0:24

This is a short YouTube advisory by Craig Wear, CFP® encouraging viewers to treat 2024 as a "bonus year" for tax-aware retirement moves—specifically performing strategic Roth conversions before year-end. The speaker emphasizes doing conversions thoughtfully (not simply filling up the top of a tax bracket) and points viewers to other videos for detailed tactics.

If you're lucky enough to watch this before the end of 2024, don't let this year go to waste. I'm calling this the bonus year. You can actually still get something done this year. Get a big Roth conversion taken care of. Make sure it's strategic. Make sure you're looking at this the right way. Check out a lot of other of our other videos where you see why you don't want to just do top of your tax bracket.