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

You need a Roth Conversion Game Plan!

26 Dec 2024 · 0 min

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0:26

A brief YouTube clip in which Craig Wear, CFP® urges viewers to create a multi-year Roth conversion plan with a qualified tax professional or certified financial planner. He emphasizes not to 'wing it' or rely on casual opinions, and that experienced advisors can help decide timing, amounts, and optimization tailored to an individual’s finances.

Work with a tax professional or a certified financial planner to create a multi year Roth conversion plan. You need a game plan. I really encourage you. Don't wing it on this. Don't go with just somebody's opinion. But. But if you work with the right people that are used to doing this and they do it all the time, they can help you decide when to convert, how much to convert, and how to optimize the process based on your unique financial situation.