This is a short advisory YouTube video by Craig Wear, CFP® urging viewers to plan and execute Roth conversion strategies before year-end. The speaker emphasizes urgency—calendars fill quickly and planning takes time—so viewers should prepare well before mid-December to ensure optimal execution.
At the time I'm making this video, we're just a few months from the end of the year, and if you haven't already come up with an optimal plan, now is an incredible time to get with it. I know our CFPs that do the work for our clients, their calendars are already starting to get booked up, and you want to make sure you have your strategy in place, ready to go and ready to pull the trigger on it before the end of the year. And it takes a little while to get this done, so don't wait till December 15 to try to figure out whether what you're doing is the absolute best or not.
