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 Taxable Income? 2026 Definition & Breakdown
Craig Wear | July 17, 2026What is taxable income? See how gross income becomes AGI and taxable income, what counts, what is excluded, and 2026 standard deduction figures.
Effective Tax Rate vs Marginal Tax Rate: 2026 Guide
Craig Wear | July 17, 2026Effective tax rate vs marginal tax rate explained with a worked 2026 bracket example, plus why your average rate stays below your top bracket.
What Is a 1099-DIV? Dividend Tax Form Explained (2026)
Craig Wear | July 17, 2026A 1099-DIV reports dividends and distributions of $10 or more to you and the IRS. See the 2026 box-by-box breakdown, qualified vs. ordinary dividend tax rates, and how to report it.
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