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
Roth Conversion: What You Need to Know
Craig Wear | November 26, 2025Planning for retirement means looking at different strategies to secure our financial future. One key strategy is a Roth conversion. It’s when you switch a […]
Roth vs Traditional IRA: Pros, Cons, and Which to Choose
Craig Wear | November 26, 2025Planning for retirement is key to a secure financial future. We often face choices about the right Individual Retirement Account (IRA). The decision of Roth […]
Retirement Made Easy: Use Our Rmd Calculator
Craig Wear | October 15, 2025Did you know that over 40% of retirees face challenges in managing their retirement savings effectively? Ensuring you withdraw the correct amount from your traditional […]
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