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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.

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.

JOIN OUR FREE WEBINAR

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