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

The Benefits of a Roth Conversion

21 Sept 2024 · 0 min

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0:21

Short transcript excerpt from a YouTube video by Craig Wear, CFP® explaining what a Roth conversion is: moving funds from a 401(k) or traditional IRA to a Roth IRA by paying taxes now, and highlighting benefits such as freedom from future tax-uncertainty and psychological ease regarding future income/tax rates.

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