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

Maximizing your #retirement with Roth Conversions

25 Mar 2024 · 0 min

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This is a short segment from a YouTube video by Craig Wear, CFP® titled "Maximizing your #retirement with Roth Conversions." In this clip the speaker states the primary benefit of Roth conversions is to eliminate or dramatically reduce required minimum distributions (RMDs) when you reach age 72, and notes that earlier conversions give more time to offset upfront taxes.

Questions this video answers

Age 72.

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