79. Roth Conversion Secrets: Maximizing Your Retirement S...

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Invest Like a Billionaire?

This episode is 44 minutes long.

When was this Invest Like a Billionaire episode published?

This episode was published on April 13, 2023.

What is this episode about?

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...

Can I download this Invest Like a Billionaire episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.