Videos

Beat the Tax Game and Maximize Your Roth Conversion

Understanding Tax Rates

How Roth Conversions Impact Your Heirs

What you Need to Know About Roth Conversions if You're 75 or Older

The truth about Roth Conversions at 75 or older

Should you do Roth Conversions if You're 75 or older?

Why Roth Conversions are Important at 75

Don't give your heir's money to the IRS

Roth Conversion Benefits for Seniors over 75

❓Interested in Learning More? 📚 Download my FREE Book: https://lp.craigwear.com/free-book Are Multi Year Roth Conversions Better for You - The Truth Should you convert your entire IRA to a Roth in one year, or spread it out over several years? In this video, I explore the pros and cons of…

Which investments should you convert first in your Roth Conversion?

Charitable Giving can Save You Tax Dollars!

Why It's Important to Double Check Your Roth Conversion Plan

Should You Convert Your Account First?

Which investment do you want to grow tax free first?

Year-end Roth Conversion Tip 3

Questions You Need To Ask Yourself before a Roth Conversion

❓Interested in Learning More? 📚 Download my FREE Book: https://lp.craigwear.com/free-book How to Pay Taxes on Your Roth IRA Conversion Paying taxes on a Roth IRA conversion can feel overwhelming, but with the right approach, it becomes a strategic advantage. In this video, I break down how to effectively manage taxes…

Year End Roth Conversion Tip 4

Why it's Important to Consult Your CPA

4 End of Year Roth Conversion Tips

Maximize Your Roth Conversion and Select Investments Wisely

The Importance of a Roth Conversion Game Plan

Connect with Emily Gang, “The Medicare Coach,” for personalized Medicare consultation: https://hello.q3adv.com/medicare-coach Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang In this episode of *What's Next in Retirement*, Craig Wear welcomes Medicare expert Emily Gang to unpack the intricacies of Medicare open enrollment. Whether you’re…