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

Unlocking Roth Conversions

29 Aug 2024 · 0 min

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0:18

YouTube video by Craig Wear, CFP® titled "Unlocking Roth Conversions." The speaker opens by defining a Roth conversion: moving money from a before-tax retirement account (examples: 401(k), 403(b), 457, or a traditional IRA) into a Roth IRA. The video aims to explain the basics of why and how conversions are done.

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