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

Unlocking the Secrets of Roth Conversions

25 Apr 2024 · 0 min

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A brief transcript excerpt from Craig Wear, CFP® discussing Roth conversion strategies. Wear emphasizes that executing conversions faster and at a higher tax rate than expected can produce significant benefits, and that this insight was revelatory to him.

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