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
What is a Roth Conversion and Who Should Consider It?
Craig Wear | September 4, 2024Roth conversions can be confusing, especially for those new to the concept. It involves changing pre-tax retirement accounts like IRAs or 401(k)s into Roth IRAs […]
Roth Conversion Strategies for High Income Earners
Craig Wear | September 4, 2024High-income earners often face unique challenges when planning for retirement, particularly regarding taxes. Roth conversion strategies for high income earners can provide a pathway to […]
3 Common Roth Conversion Mistakes You Need to Avoid
Craig Wear | September 4, 2024Converting retirement accounts to Roth IRAs is crucial for long-term financial planning. Many individuals make significant errors during this process, often affecting their future tax […]
THE WHAT’S NEXT PODCAST
Deep-dives into tax-saving strategies for your retirement
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…
Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now
SummaryThis episode discusses accessing retirement funds while still working. Marcu…
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