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

The Ultimate Guide to Tax Savings and Roth Conversions

27 Jun 2024 · 0 min

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0:13

Craig Wear, CFP® (presenter) advises that individuals with large IRAs should strongly consider performing Roth conversions; failing to do so can result in paying substantially more in taxes (potentially millions) to the IRS. The clip emphasizes the importance of Roth conversions as a tax-saving strategy for large retirement accounts.

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