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
How to Effectively Manage Roth IRA Conversion Taxes
Craig Wear | July 25, 2025Managing Roth IRA conversion taxes can feel overwhelming, but with the right approach, it becomes a powerful strategy to maximize your retirement savings. I’ve spent […]
The Pro’s and Con’s of Doing Partial Roth Conversions
Craig Wear | July 25, 2025When it comes to retirement planning, few strategies spark as much interest—and debate—as partial Roth conversions. In this article, I’ll walk you through the advantages […]
8 Tax-Saving Tips for Estate Planning and Roth Conversions
Craig Wear | February 28, 2025Roth conversions often don’t come to mind when discussing estate planning, but they can be a powerful tool for enhancing your financial legacy. Here, I’m […]
THE WHAT’S NEXT PODCAST
Deep-dives into tax-saving strategies for your retirement
The Roth Illusion: Why Most Software Gets It Wrong
Hosted by: Craig WearGuest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors…
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…
The Truth About Capital Gains and Roth Conversions – A CPA’s Take
SummaryIn this conversation, Craig Wear and Glenn Block discuss essential financial str…
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