Roth Conversion Secrets
The 5 Biggest Mistakes Ira Millionaires Make…and Seven Questions to Determine if You’re Leaving a Fortune at the Doorstep of the IRS
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Roth Conversion Secrets
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Lu par :
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Craig Wear
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CFP®
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De :
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Craig Wear
À propos de cette écoute
The subject of converting your IRA savings into Roth IRAs seems to be very controversial—and it shouldn't be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.
After nearly four decades as a financial advisor, and more than 13 years of specializing in Roth conversions, the author wants to reveal the biggest mistakes that are made and offer specific education to help the reader determine if they would benefit from conversions. The book is as much a "how to" guide as it is a collection of real life stories that illustrate the power of getting Roth conversions "right".
©2022 Craig Wear, CFP® (P)2022 Craig Wear, CFP®
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