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

Maximizing Tax Savings, Convert Your Retirement Funds

26 May 2024 · 0 min

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This content was created by Craig Wear, CFP®. This content was uploaded by Craig Wear, CFP®. This is a YouTube video titled "Maximizing Tax Savings, Convert Your Retirement Funds" featuring a conversation between Craig Wear, CFP® and another speaker discussing strategies for rearranging cash flow, particularly in relation to 401k contributions and tax savings through Roth conversions.

So there are creative ways to rearrange cash flow.
The amount that you're putting.
Into your 401k.
To make all this happen.
If you have extra cash flow and you're kind of in your later stages of work and you're really putting a.
Significant amount in.
Your 401s, there's a.
Lot of benefit of changing that cash.
Flow around and redirecting it.
To pay taxes.
On conversions.
You get multiple times the amount in.
A Roth, tax free as you could.
By putting money.
Straight into your 401k or even your Roth 401.