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
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, 2024As 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, 2024In 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, 2024Market volatility can create uncertainty, especially when it comes to financial strategies like Roth conversions. Many investors are concerned about the timing of their […]
THE WHAT’S NEXT PODCAST
Deep-dives into tax-saving strategies for your retirement
Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block
SummaryIn this podcast episode, Craig Wear and Glenn Block discuss the intricaci…
Tax Tips if You’re Headed (back) to Canada
This episode focuses on the unique challenges faced by Canadians living and working in the United…
My Medicare Audit: A Personal Journey to Optimal Coverage
In this conversation, Craig discusses the questions and decisions that arise when preparing for r…
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.
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The Biggest Roth
Conversion Mistake
The common Roth conversion mistake leaving hundreds of thousands of dollars (or more!) on the doorstep of the IRS
The four limiting beliefs keeping you from saving more
Traditional Roth conversion vs Optimal Rothology™ Conversion – the difference can mean $1mm+ in unnecessary taxes