The Ultimate Guide to Roth Conversions for Retirees
13 Jun 2024 · 0 min
0:18
Short excerpt from a YouTube video by Craig Wear, CFP® advising that for retirees aged roughly 59–75 who have about $1 million or more in assets, performing Roth conversions is strongly recommended—he calls it a "no brainer."
Questions this video answers
Approximately 59–75 years old.
Around $1,000,000 (one million) or more.
He says it is a "no brainer" and he has not seen circumstances where such people should not do a Roth conversion.
