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

Pay Less Taxes with Roth Conversions

23 Sept 2024 · 0 min

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0:19

Short excerpt from a YouTube video by Craig Wear, CFP® about Roth conversions. The speaker notes that you can hold the same investments inside a Roth IRA as you had in a traditional IRA, that a Roth is a bucket for strategically managing lifetime tax burden, and that withdrawals from Roth IRAs are tax-free.

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