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

Maximize Your Roth Conversions with These Expert Tips

22 Dec 2024 · 0 min

Watch on YouTube

0:19

A short segment from a YouTube video by Craig Wear, CFP® about maximizing Roth IRA conversions. The speaker emphasizes that the order in which holdings are converted matters and references an "asset conversion hierarchy" used when advising clients, asking whether to convert high-growth or income-producing assets first.

More from Craig

7:35

The Smart Way IRA Millionaires Avoid Millions in Taxes

2d ago

1:18

The Best Roth Conversion Strategy

3d ago

10:42

3 Steps To Future-Proof Your Roth Conversion Plan

5d ago

0:58

Don't Blindly Trust Software to Plan Your Roth Conversions

1w ago

3:34

The Tax Trap Every IRA Millionaire Will Face

2w ago

1:44

Break Even Analysis for Roth Conversions Isn't Good Advice

2w ago

3:02

Over 70? Use This Charity Loophole to SAVE BIG On Taxes

2w ago

1:03

Free Roth Conversion Advice Isn't Free

2w ago

2:46

The Biggest Mistake People Make Converting to Roth

3w ago

1:19

Plan Ahead For Widow Taxes With Roth Conversions

3w ago

3:41

The Real Cost Of Waiting To Roth Convert

3w ago

See all content