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Resources

Resources for a smooth retirement

We’ve been helping people through retirement for almost 30 years now. We’ve created these resources to help your retirement be as smooth as it can be.

VIDEO RESOURCES

Learn how to maximize your savings and minimize your taxes in retirement

How to Pay Taxes on Your Roth IRA Conversion

The Pro's and Con's of Doing Partial Roth Conversions

8 Tax Saving Tips For Estate Planning and Roth Conversions

Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear

6 Critical Things to Know About RMDS and Roth Conversions

3 High-Impact Tips to Optimize Your Roth Conversion

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HELPFUL ARTICLES

Timely articles with timeless advice on tax savings

3 Vital Things To Know About Roth Conversions at Age 65

Craig Wear | October 1, 2024

As you approach age 65, navigating the complexities of retirement planning becomes crucial, especially if you have significant assets in traditional IRAs. Roth conversions can […]

Optimizing Your Retirement Income with Roth Conversions

Craig Wear | October 1, 2024

In today’s financial landscape, maximizing retirement income is a crucial concern for many individuals. This article delves into the various strategies available, focusing particularly on […]

Navigating Roth Conversions in a Volatile Market

Craig Wear | October 1, 2024

Market volatility can create uncertainty, especially when it comes to financial strategies like Roth conversions. Many investors are concerned about the timing of their […]

Deep-dives into tax-saving strategies for your retirement

11/13/2024

Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang

Summary: In this episode of What's Next in Retirement, Craig Wear welcomes M…

11/07/2024

The Truth About Capital Gains and Roth Conversions – A CPA’s Take

SummaryIn this conversation, Craig Wear and Glenn Block discuss essential financial str…

11/01/2024

Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear

Interested in talking with Todd and his team? Schedule some time with them here:https:/…

All Episodes

Expert Guides

These best-selling books pinpoint the traps and mistakes most people make, and get you on the right track to more money and fewer taxes in your retirement.

Read the books