Videos

Aug. 26, 2024

Maximize Medicare Your Savings

Maximize Medicare Your Savings

Maximize Medicare Your Savings

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Aug. 25, 2024

Maximize Medicare Savings with Smart Conversions

Maximize Medicare Savings with Smart Conversions

Maximize Medicare Savings with Smart Conversions

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Aug. 24, 2024

How your Income Impact Medicare Premiums

How your Income Impact Medicare Premiums

How your Income Impact Medicare Premiums

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Aug. 23, 2024

Roth IRA vs Traditional IRA

Roth IRA vs Traditional IRA

Roth IRA vs Traditional IRA

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Aug. 22, 2024

Roth Conversions & Medicare Impact

Roth Conversions & Medicare Impact

Roth Conversions & Medicare Impact

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Aug. 21, 2024

Roth Conversions Impact on Medicare Premiums Explained

Roth Conversions Impact on Medicare Premiums Explained

Roth Conversions Impact on Medicare Premiums Explained

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Aug. 19, 2024

What do do about the 5 year rule in Roth IRAs

What do do about the 5 year rule in Roth IRAs

❓Interested in Learning More? 📚 Download my FREE Book: https://lp.craigwear.com/free-book ☎️ Want to Talk with Someone About Your Roth Conversion Strategy? Schedule a Call! https://craigwear.typeform.com/survey#source=YouTube What to Do About the 5-Year Rule in Roth IRAs In this video, Craig Wear dives into the intricacies of the five-year rule for Roth…

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Aug. 19, 2024

Maximizing Tax Savings During Roth Conversions

Maximizing Tax Savings During Roth Conversions

Maximizing Tax Savings During Roth Conversions

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Aug. 18, 2024

Maximize Your Income with Roth Conversions

Maximize Your Income with Roth Conversions

Maximize Your Income with Roth Conversions

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Aug. 17, 2024

Are You Overpaying or Underpaying Taxes?

Are You Overpaying or Underpaying Taxes?

Are You Overpaying or Underpaying Taxes?

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Aug. 16, 2024

Maximize Your Tax Savings Strategies for Roth Conversions

Maximize Your Tax Savings Strategies for Roth Conversions

Maximize Your Tax Savings Strategies for Roth Conversions

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Aug. 15, 2024

Maximizing Roth Conversions to Avoid Penalties

Maximizing Roth Conversions  to Avoid Penalties

Maximizing Roth Conversions to Avoid Penalties

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Aug. 14, 2024

Roth Conversion Tips to Avoid Higher Tax Bracket

Roth Conversion Tips to Avoid Higher Tax Bracket

Roth Conversion Tips to Avoid Higher Tax Bracket

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Aug. 13, 2024

Maximize Your Retirement Savings with Roth Conversions

Maximize Your Retirement Savings with Roth Conversions

Maximize Your Retirement Savings with Roth Conversions

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Aug. 12, 2024

Optimizing Your Retirement Income with Roth Conversions

Optimizing Your Retirement Income with Roth Conversions

❓Interested in Learning More? 📚 Download my FREE Book: https://lp.craigwear.com/free-book ☎️ Want to Talk with Someone About Your Roth Conversion Strategy? Schedule a Call! https://craigwear.typeform.com/survey#source=YouTube Optimizing Your Retirement Income with Roth Conversions Welcome to Part 2 of our series on optimizing retirement income! 🧓💼 In this episode, Craig Wear takes…

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Aug. 12, 2024

Maximizing Your Tax Savings with Charitable Giving

Maximizing Your Tax Savings with Charitable Giving

Maximizing Your Tax Savings with Charitable Giving

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Aug. 11, 2024

Maximizing QCD IRA Withdrawals for Tax Savings

Maximizing QCD IRA Withdrawals for Tax Savings

Maximizing QCD IRA Withdrawals for Tax Savings

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Aug. 10, 2024

Maximizing Charitable Giving Leveraging Tax Strategies in Estate Planning

Maximizing Charitable Giving  Leveraging Tax Strategies in Estate Planning

Maximizing Charitable Giving Leveraging Tax Strategies in Estate Planning

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Aug. 9, 2024

Maximize Your Charitable Impact with Donor Advised Funds

Maximize Your Charitable Impact with Donor Advised Funds

Maximize Your Charitable Impact with Donor Advised Funds

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Aug. 8, 2024

Maximizing Roth Conversion Savings

Maximizing Roth Conversion Savings

Maximizing Roth Conversion Savings

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Aug. 7, 2024

Maximizing Roth Conversions with Charitable Contributions

Maximizing Roth Conversions with Charitable Contributions

Maximizing Roth Conversions with Charitable Contributions

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Aug. 6, 2024

Avoiding Tax Traps with Required Minimum Distributions

Avoiding Tax Traps with Required Minimum Distributions

Avoiding Tax Traps with Required Minimum Distributions

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Aug. 5, 2024

Optimizing Your Retirement Income

Optimizing Your Retirement Income

Optimizing Your Retirement Income ❓Interested in Learning More? 📚 Download my FREE Book: https://lp.craigwear.com/free-book ☎️ Want to Talk with Someone About Your Roth Conversion Strategy? Schedule a Call! https://craigwear.typeform.com/survey#source=YouTube In this insightful conversation, Craig Wear dives deep into the essential strategies for optimizing your retirement income and minimizing tax implications.…

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Aug. 5, 2024

Maximizing Roth Conversions Strategy For Retirement Savings

Maximizing Roth Conversions Strategy For Retirement Savings

Maximizing Roth Conversions Strategy For Retirement Savings

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