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

Gain Control Over Your Investments with Tax-Free Growth

18 Dec 2024 · 0 min

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0:19

This is a short excerpt from a YouTube video (recorded Dec 18, 2024) in which Craig Wear, CFP® explains that amounts converted into the discussed vehicle will grow tax-free until the owner withdraws them, giving the owner control over timing and tax consequences; he also notes there are no required minimum distributions for heirs in that vehicle.

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Craig Wear, CFP®.

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