37 min listen
79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear
FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear
FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
ratings:
Length:
44 minutes
Released:
Apr 13, 2023
Format:
Podcast episode
Description
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/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
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/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Released:
Apr 13, 2023
Format:
Podcast episode
Titles in the series (100)
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