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

Maximize Your Investments! Timing is Everything.

13 Dec 2024 · 0 min

Watch on YouTube

0:24

Short spoken segment from a YouTube video by Craig Wear, CFP® advising investors to evaluate which holdings will benefit most from time or timing. He recommends converting (selling) holdings expected to perform best earlier or capitalizing on depressed assets by buying when prices are lower so you benefit when they recover.

So you need to ask yourself, which of my holdings will benefit most from time or timing? By that I mean what are going to be the best performers over the future? And you want to convert those first, or which ones maybe you believe are really going to come back and do great? Because. But they're currently depressed, and if you convert them when the prices are lower, when they come back, you get the benefit of that.