This is a short YouTube video by Craig Wear, CFP® introducing an end-of-year checklist for IRA millionaires who are considering Roth conversions. The video aims to guide viewers through critical considerations and steps to avoid unnecessary income taxes when implementing a Roth conversion strategy.
Hey, my name is Craig Weir. So if you're thinking about doing Roth conversions before the end of the year comes around, there are some really critical things that you need to understand and have already thought through and maybe already have a game plan for. And if you haven't gone through them, you're going to waste a lot of money and potentially subject yourself to a lot more money and income tax. So I took a few minutes and created a video that kind of just leads you through an end of the year checklist for those of you that are IRA millionaires and you you are strongly considering getting a Roth conversion strategy done. Or you already have a game plan, you just need to make sure you get it right. So hope this video is of help to you.
