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Roth IRA Conversions for Retirees (When It Makes Sense)

Craig Wear, CFP® April 25, 2024

As someone who has dedicated over a decade to specializing in Roth conversions, I understand the complexities and opportunities they

Craig Wear, CFP® April 11, 2023

I’ve written a lot about the bitter-sweet of accumulating large amounts in your 401k or IRA account. The single biggest

Craig Wear, CFP® April 11, 2023

The House of Representatives just passed the SECURE Act. There are several elements of the Act, but one that is

Craig Wear, CFP® April 11, 2023

Jim, a recent client, reminded me today that many of you would appreciate some input on doing Roth conversions; especially