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

Maximizing Your Tax Savings with Roth Conversions

3 Aug 2024 · 0 min

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0:18

A short excerpt from a YouTube video by Craig Wear, CFP® explaining how charitable strategies can interact with Roth IRA conversions to reduce taxes. The speaker notes that if an individual plans to make Roth conversions that push them into a higher tax bracket and is already inclined to give to charity, using charitable strategies can lower the tax cost and enable earlier conversions.

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