If you have over $1 Million in your IRA...You can save over $500,000 in taxes. Click the learn more button below and Discover the #1 MISTAKE most people make with their Roths and how to avoid it with one simple step—absolutely free! No sales, no gimmicks. Just pure value. You can leave your wallet behind! Who Should Join? Got $1,000,000 in pre-tax retirement accounts? This is for you. Age 59 to 74, or 75 wanting to protect your heirs from taxes? Under 59 with some non-IRA funds to play with? 🚫
1:21
If you have over $1 Million in your IRA...You can save over $500,000 i…
901.4K viewsFeb 14, 2025
FacebookCraig Wear
The IRS doesn’t want you to know this…but there’s a way to legally stop them from gutting your retirement. Most IRA millionaires don’t realize it, but they’re sitting on a ticking tax bomb. The IRS is just waiting. Once you hit age 73, Required Minimum Distributions kick in... and you’re forced to start withdrawing from your traditional IRA, whether you want to or not. Every dollar comes out as taxable income. And with national debt soaring past $34 trillion, rising interest payments, and tax ra
0:54
The IRS doesn’t want you to know this…but there’s a way to legally s…
46.6K viewsApr 16, 2025
FacebookCraig Wear
Can you access a Roth IRA before 59.5? Yes, if you know the rules. Your contributions are yours. You already paid tax on that money. You can pull them out anytime, no penalty, no tax. The earnings? Those are locked until 59.5 and the account is five years old. Made a conversion? That has its own five-year clock too. And whatever you do, report it clean on IRS Form 8606. Freedom comes with structure. Learn the rules Then use them. | Craig Wear
0:59
Can you access a Roth IRA before 59.5? Yes, if you know the rules. Y…
180 views9 months ago
FacebookCraig Wear
Master Roth IRA Conversions and Optimize Your Investment Strategy | Craig Wear
0:53
Master Roth IRA Conversions and Optimize Your Investment Strateg…
74 viewsDec 15, 2024
FacebookCraig Wear
The Secure Act ended the stretch IRA. Now heirs must drain inherited accounts in 10 years. Old estate plans no longer work, they magnify taxes. Roth conversions are the fix. Update the plan, or your heirs inherit a tax bomb, not a legacy. | Craig Wear
1:08
The Secure Act ended the stretch IRA. Now heirs must drain inherite…
542 views6 months ago
FacebookCraig Wear
The new senior tax deduction looks like a win, until it isn’t. Convert too much to a Roth, and the deduction disappears. You save pennies now but lose thousands later. Strategy beats shortcuts. Every time. | Craig Wear
1:02
The new senior tax deduction looks like a win, until it isn’t. Convert to…
3.2K views5 months ago
FacebookCraig Wear
The new "big beautiful bill" just changed everything about Roth conversions. For years, IRA millionaires followed a simple plan. Convert slowly. Stay under the bracket. Minimize taxes over time. That plan doesn’t work anymore. The One Big Beautiful Bill just changed the rules. It closed key loopholes. Shrank deduction eligibility. And compressed your Roth conversion window. If you're still using the old playbook, you're already behind. Here's the real risk: You're not just paying more in taxes.
1:15
The new "big beautiful bill" just changed everything about Roth co…
175.8K views8 months ago
FacebookCraig Wear
0:38
Most IRA millionaires don’t realize it, but they’re sitting on a ticking tax …
20.9K views5 months ago
FacebookCraig Wear
1:05
Most people convert too little, too late, for the wrong reasons. Conve…
10.2K views6 months ago
FacebookCraig Wear
1:15
Your estate plan protects assets, but it doesn’t erase tax problems. …
323 views6 months ago
FacebookCraig Wear
0:56
401k to Roth IRA Conversion Explained | Why It Might Not Alwa…
12.5K views7 months ago
FacebookCraig Wear
0:40
Waiting to convert costs you more than taxes. RMDs shrink your win…
435 views6 months ago
FacebookCraig Wear
0:25
The worst decision isn’t debt or bad spending. It’s waiting. Every year …
38.8K views5 months ago
FacebookCraig Wear
0:50
Most people hate 401(k)s because the money feels locked up. What t…
1.2K views5 months ago
FacebookCraig Wear
0:23
Opening a Roth isn’t enough. If you never invest inside it, your money …
8.5K views5 months ago
FacebookCraig Wear
1:01
2025 adds a $6k senior deduction, but Roth conversions count as inc…
21.8K views6 months ago
FacebookCraig Wear
1:07
Are you doing any of these? If so, you may be making a HUGE mista…
3.3M viewsJul 27, 2024
FacebookCraig Wear
0:35
Every dollar inside a Roth grows untaxed, forever. No RMDs. No fut…
466 views5 months ago
FacebookCraig Wear
3:31
If you’re an IRA Millionaire, you might already have a game plan t…
182.4K viewsJul 25, 2024
FacebookCraig Wear
2:19
If you’re an IRA Millionaire, you might already have a game plan t…
3.3M viewsJan 14, 2025
FacebookCraig Wear
1:17
Tax brackets expire in 2028. Wait too long and you’ll pay thousands …
18.5K views6 months ago
FacebookCraig Wear
1:18
You have until 2028 to act. Tax rates are at historic lows, but not for lon…
9.8K views5 months ago
FacebookCraig Wear
0:28
Protect your wealth | Craig Wear
30 views11 months ago
FacebookCraig Wear
0:30
Why Waiting Until 72 for RMDs Is a Tax Trap | Avoid IRS Penalties | Cr…
40.8K views7 months ago
FacebookCraig Wear
0:55
What IRA Assets Do I Convert First? | Craig Wear
10.9K views2 months ago
FacebookCraig Wear
0:49
Should you convert all your money to a Roth IRA at one time?
1.1K viewsFeb 13, 2025
YouTubeCraig Wear, CFP®
10:35
The Smart Way IRA Millionaires Pay Roth Conversion Taxes
137.9K views3 months ago
YouTubeCraig Wear, CFP®
1:05
3 Roth Conversion Rules Every Investor Should Know
1.4K views6 months ago
YouTubeCraig Wear, CFP®
0:40
Election impact on your investments | Craig Wear
54 viewsApr 12, 2025
FacebookCraig Wear
0:52
The SMARTEST Roth Conversion Plan for 2026 | Craig Wear
140 views3 months ago
FacebookCraig Wear
See more videos
Static thumbnail place holder