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

#Retirement Planning Tips for Individuals Over 72

22 Mar 2024 · 0 min
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A short YouTube video clip by Craig Wear, CFP® advising that for individuals over age 72 required minimum distributions (RMDs) must be taken as taxable income before any Roth conversion; RMD funds cannot be directly moved into a Roth.

Questions this video answers

72

The required minimum distribution (RMD) must be taken as taxable income first; you cannot convert that money into a Roth.

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