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

How to Leverage Your $500,000 Savings

27 Apr 2024 · 1 min

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0:30

Short excerpt from a YouTube video by Craig Wear, CFP® offering practical advice on handling a $500,000 account. The speaker outlines a mixed strategy: rolling most funds (e.g., $400k) into an IRA (or spouse's IRA), liquidating a portion (e.g., $100k) to access cash, and converting part of the balance to Roth over time to fund Roth conversions.

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