79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear
In this episode, Jim Maffuccio and Ben Fraser are joined by guest Craig Wear, a Certified Financial Planner™ with 32+ years of experience and the author of two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets, to discuss maximizing retirement savings and avoiding hidden tax traps in 401k and IRA accounts. Craig shares expert advice on minimizing taxes and avoiding penalties associated with RMDs, early withdrawals, and investment options. Tune in for practical tips on optimizing retirement savings and minimizing tax liability, whether you're just starting out or looking to optimize existing accounts.
Download “Roth Conversion Secrets” for free https://info.craigwear.com/ILAB
Connect with Craig Wear on LinkedIn https://www.linkedin.com/in/craigwear/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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Craig Wear
Certified Financial Planner™
After a thirty-two year career as an independent financial adviser and Certified Financial Planner™, Craig sold his practice and focuses his business interest, experiences, and efforts toward alerting savers of the large tax obligations that are built into their retirement accounts.
This has birthed two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets. The tax issues are very real and a very large concern for many savers.
Rothology™ combines the art and science of financial planning to transition American families toward the goal of a tax-free future without buying financial products or changing advisors.
On a personal note, Craig and his wife travel and live full-time in their motorcoach to experience the great places and people across America.
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