The REAL tax issue (It's not what you think!)
5 Apr 2025 · 0 min
0:29
Craig Wear, CFP® argues that when evaluating Roth conversions the more important factor is the cumulative lifetime amount of required minimum distributions (RMDs) and their impact, rather than current or future marginal tax rates. The clip critiques views that focus only on present/future tax rates (notably some CPAs on LinkedIn) and reflects the speaker's 14 years of experience.
