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

Stop Stepping over Hundred Dollar Bills to Pick Up Dimes

18 Oct 2024 · 0 min

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0:20

A short YouTube video clip by Craig Wear, CFP® using the saying "stepping over $100 bills to pick up dimes" to warn that people often focus on small benefits (e.g., savings on Medicare or Social Security) while overlooking much larger tax-saving opportunities that could amount to millions.

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