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

Is a Roth Conversion a Good Idea? Find Out Now!

30 Mar 2024 · 0 min

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0:21

A short YouTube video by Craig Wear, CFP® about Roth IRA conversions. The speaker explains his pro-conversion stance, notes his firm’s experience building consulting services around optimizing Roth conversions, and previews circumstances where conversions may not be advantageous.

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