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

Save Millions on Taxes by Unlocking the Power of IRAs

13 Oct 2024 · 0 min

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0:16

YouTube video by Craig Wear, CFP® about tax-saving strategies using IRA-to-Roth conversions. The speaker claims their average client saves about $3 million in taxes over their lifetime and that typical clients had about $1.5 million in an IRA; he explains conversions reduce required minimum distributions by shifting 401(k) balances down and Roth IRA balances up.

Questions this video answers

About $3 million.

Around $1.5 million in an IRA.

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