Unlock tax savings with roth conversions
9 Apr 2025 · 0 min
0:22
Craig Wear, CFP® describes a projected $2.5 billion in cumulative tax avoidance for his clients through strategies such as Roth conversions and emphasizes tracking progress. He says he updates that projection about every two months to measure how far they've come and to show clients tangible benefits and protection from future tax changes.
Questions this video answers
$2.5 billion ("2 1/2 billion dollars")
About every two months.
