A short YouTube video by Craig Wear, CFP® addressing whether to perform 100% Roth IRA conversions in the first year or spread them over multiple years. The host frames the discussion with 14 years of experience and thousands of conversion plans produced by his team of certified planners.
Hey, everybody. Welcome back. This is Craig Weir. Welcome back to the channel. I hope that you're having a great day, and I hope to give you some really good information here today. The subject is really, should you do 100% Roth conversions in year one, just rip off the mandate, or should they be done over multi year timeframe? And there are shades of gray in between all that? 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.
