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The #1 Roth Conversion Mistake That Costs Retirees
Most people missed the first Roth conversion window. History is offering a rare second chance — but not a long one.
With today's tax rates extended, IRA Millionaires have a brief stretch of historically low brackets left. When it closes, the math changes: higher rates, bigger required distributions, and fewer conversion opportunities each year you wait.
Craig Wear, CFP®, has spent 15+ years helping more than 3,000 families with $1M+ in IRAs plan Roth conversions — helping them avoid a projected $10B+ in lifetime taxes. His new book, Roth Conversion Reset, is the step-by-step playbook:
Lock in today's low rates
Avoid RMD surprises at 73
Protect your spouse from survivor taxes
Keep more for your heirs
The book is free — no credit card, no shipping. The full PDF lands in your inbox in minutes.
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Candidate for Norfolk County, MA, District Attorney
Jim J. Barakat is a proud resident of Braintree, MA - Norfolk County, a husband, and a father to two beautiful young girls. He has been defending families, the marginalized, and the accused within the Commonwealth of Massachusetts for over a decade. As a public defense attorney, Jim is an outlier in a race of prosecutors, establishment talking heads, and career politicians.
