Transitioning Large IRAs – Smart Strategies for Success
16 Dec 2024 · 1 min

0:44
Clip of a financial-planning talk by Craig Wear, CFP® focused on implementing Roth conversions and managing investment risk during conversion. Key advice: do not change overall risk tolerance when performing Roth conversions; maintain asset allocation and consider keeping positions (moving them in-kind) rather than selling. Bonds are discussed as having done well short-term but may not outperform other assets long-term.










