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

Saving Taxes for Your Heirs Strategic IRA Conversions in Your 70s

4 Apr 2024 · 0 min

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0:11

A short YouTube video by Craig Wear, CFP® advising older retirees about strategic IRA-to-Roth conversions. The speaker warns that for individuals well into their 70s, conversions are likely not advisable if the primary goal is reducing taxes for the taxpayer and spouse during their lifetimes, implying the strategy is more relevant for heirs.

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