The 'What's Next?' Retirement Podcast
Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.
The 'What's Next?' Retirement Podcast
Four Reasons NOT to do Roth Conversions
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Episode: Four Reasons NOT to do Roth Conversions
Tune in as we discuss:
- Mid 70s
- Under 59
- Modest IRA balances
- Amount in annuities
Bonus: Three false factors
Thanks for listening!