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

Keep Your Risk Tolerance Intact, Don't Rock the Boat

20 Dec 2024 · 0 min

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Craig Wear, CFP® gives practical guidance on implementing Roth conversions: when moving assets during conversion, do bonds, money-market, and cash transfers last; do not change the investor's overall risk tolerance during conversions—keep total portfolio risk the same and move positions "in kind" to avoid forced selling.

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