Roth Conversion Secrets

The 5 Biggest Mistakes Ira Millionaires Make…and Seven Questions to Determine if You’re Leaving a Fortune at the Doorstep of the IRS

By: Craig Wear

Narrated by: Craig Wear, CFP®

The subject of converting your IRA savings into Roth IRAs seems to be very controversial—and it shouldn't be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.

After nearly four decades as a financial advisor, and more than 13 years of specializing in Roth conversions, the author wants to reveal the biggest mistakes that are made and offer specific education to help the reader determine if they would benefit from conversions. The book is as much a "how to" guide as it is a collection of real life stories that illustrate the power of getting Roth conversions "right".

©2022 Craig Wear, CFP® (P)2022 Craig Wear, CFP®

Solid information

I really liked how the topic was explained and motivated me to act sooner than later.

Is converting your IRA into a Roth for you?

Excellent advice regarding Roth conversions for different case scenarios. Why, when and how you can do it and how this impacts your future tax burden.

Benefits of conversion.

I gained a vast amount of information about the taxation ramifications and/or benefits of IRA conversions.

The real life examples in this book were excellent!

I would highly recommend this book to anyone looking to convert their IRA's to Roth IRA's.

left lost

the additional materials are not on the website as stated over and over. without the reference material much of the content us worthless

How important Roth Ira options are.

liked the amount of relevant information for retirement financial planning I was totally on the dark about

Roth conversion secrets

Name should be roth conversion infomercial. Beginning of the book was interesting, but at the end found out only his company knew how to do the conversions. They’re so complicated, if he told the real secret the book would be thousands of pages long. Save your money you’re not smart enough to do a conversion yourself, according to him.

An infomercial for consulting services

I didn’t like this guy’s book, for the same reason I don’t like his YouTube videos. He shares no actionable insights, but instead instills fear and doubt - presumably to steer you to his consulting services.