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

What is a #rothconversion?

15 Feb 2025 · 0 min

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0:22

A short YouTube clip by Craig Wear, CFP® that defines a Roth conversion: moving money from a tax-deferred IRA to a Roth IRA by paying tax at conversion so future growth and distributions are tax-free. The speaker emphasizes that individuals with large IRAs—particularly higher-net-worth clients—should take Roth conversions seriously and develop a clear plan.

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