Roth Conversions: Why Waiting Is Costing You Millions

If you have a large IRA, there’s a good chance you’re playing the game exactly how the IRS wants, and it’s costing you millions. Most investors are told to defer taxes. That’s where they go wrong. In this episode, CFP and tax strategist Craig Wear explains why Roth conversions often make more sense sooner and more aggressively than most people think. We cover: • Why waiting can cost you • How RMDs increase your tax bill • The hidden tax trap for retirees • When to convert and how much Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about our community. Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Roth Conversions: Why Waiting Is Costing You Millions is an episode from Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth by Aspen Funds.

This episode is 00:40:46 long.

This episode was published on Apr 14, 2026.

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