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

Maximize Your Roth Conversions and Avoid This Costly Mistake

17 Jul 2024 · 0 min

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0:20

Short video clip (from Craig Wear, CFP®) warning against a common mistake in Roth conversions: people try to convert up to the top of their current tax bracket out of fear of paying too much tax, rather than recognizing benefits of paying taxes sooner. The speaker frames this behavior as widespread and misguided.

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