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 Valuable Tips to Optimize Your Roth Conversion
Craig Wear | February 21, 2025If you’re an IRA millionaire considering Roth conversions, it’s essential to have a well-thought-out investment transition plan. The right strategy can significantly impact your tax-free […]
5 Crucial Steps for Roth Conversion Before Year-End
Craig Wear | February 21, 2025As the year comes to a close, it’s vital to take proactive steps regarding your financial future, especially if you’re considering a Roth conversion. This […]
Roth Conversion at Age 75: What You Need to Know
Craig Wear | January 10, 2025As you approach the age of 75, your financial landscape begins to shift significantly. One crucial aspect of this transition is the consideration of Roth […]
THE WHAT’S NEXT PODCAST
Deep-dives into tax-saving strategies for your retirement
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…
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:/…
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