Mar 20, 2023
Summary:
If you have a large balance in your IRA account, Craig Wear is the
person you want to hear from. He joins us in this episode to talk
about how he got into retirement investing, and the important
lessons he learned about Roth conversions that he uses to guide IRA
millionaires through their finances. He emphasizes that timing is
key, and that one must get to a higher tax bracket, convert over a
smaller period of time, and convert in greater dollar amounts than
they are likely comfortable with in order to get the real tax
benefits. Since this is not a one-size-fits-all strategy, it’s
important to work with someone who is specialized in this niche are
of tax advising to determine your personal needs and the most
effective approach. Tune in for more information, and use the link
below to download Craig’s free ebook.
Useful Links:
Financial Survival Network
Free Seminar from Craig Wear
Craig Wear