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
QCD vs Roth Conversion: How to Choose in 2026
Craig Wear | July 7, 2026QCD vs Roth conversion for 2026: how each is taxed, who qualifies by age, RMD treatment, and IRMAA and Social Security effects, with IRS primary sources.
Capital Gains vs Ordinary Income: 2026 Tax Rates Explained
Craig Wear | July 7, 2026How capital gains and ordinary income are taxed in 2026: 10-37% bracket rates vs 0/15/20% long-term rates, the one-year holding period, stacking, and NIIT.
How to Appeal IRMAA: SSA-44 and Reconsideration Guide (2026)
Craig Wear | July 7, 2026Learn how to appeal IRMAA in 2026: when to file Form SSA-44 after a life-changing event versus Form SSA-561-U2 for reconsideration, deadlines, and evidence rules.
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.
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