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

Maximizing Retirement Income

18 Jun 2024 · 0 min

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A short transcript excerpt from a YouTube video by Craig Wear, CFP® about tax considerations for retirement accounts. The speaker advises that individuals with modest account balances — whose required minimum distributions (RMDs) will keep them in low tax brackets — may not need to perform Roth conversions because staying in a low bracket and taking RMDs can be cheaper than converting and pushing into higher brackets.

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Craig Wear, CFP®

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