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.

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Chapters:
00:00 Intro
02:17 Craig's expertise in ROTH conversions
11:51 Converting Money from IRA to a ROTH IRA
15:55 Required minimum distributions
22:16 A Roth Ira is never taxable to you
27:50 The counter-intuitiveness of choosing to pay taxes
28:16 Roth Conversion Secrets
34:58 Never put another dime into a tax deferred account

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