Craig Wear, a CFP with 14 years of experience, compares two Roth conversion strategies: converting your entire IRA in one year versus spreading it over multiple years. His team has completed thousands of these conversions.
So what I want to do is just kind of talk to you a little about what we've learned. I've specialized in this area for 14 years. We have, I don't know, a dozen certified financial planners on staff that meet with people every day, develop game plans and produce results that are pretty amazing for people. But we've learned a lot over doing thousands of Roth conversion game plans for people. So what I want to do is I want to try to relay some of that information to you as best that I can. It's impossible for me to tell you what to do over a video, but I can at least educate you and I could give you information that maybe is a missing ingredient of what maybe what a sticking point is for you on what you're trying to get accomplished. Let's talk about this. Comparing those strategies of taking 100% of your IRA and convert it all on a single year or spreading it out over multiple years. And I want to, I want to really just call out the importance of Roth conversions for you in.
