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.

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