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

Your CPA Is Telling You to Convert Less Than You Should

3 Strategies That Make RMDs a Non-Issue For $1M+ IRAs

The IRA Mistake That Sticks Your Kids With a Massive Tax Bill

If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This

Skipping Roth Conversions in 2026 Is A $1M Mistake

The Mistake IRA Millionaires Don’t See Coming (The Fix)

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HELPFUL ARTICLES

Timely articles with timeless advice on tax savings

The 5-Year Rule for Roth IRAs: What You Need to Know

Craig Wear | May 18, 2026

The 5-year rule for Roth IRAs is one of the most consequential — and most misunderstood — pieces of retirement tax law. It governs when […]

Multi-Year Roth Conversions: Better or Worse Than Lump Sum?

Craig Wear | May 18, 2026

For an IRA Millionaire sitting on $1 million to $2 million in pre-tax retirement assets, the difference between a one-year Roth conversion and a multi-year […]

Your CPA’s Roth Conversion Advice Could Cost You Millions

Craig Wear | May 14, 2026

The difference between a “safe” Roth conversion strategy and a complete one can be measured in hundreds of thousands — sometimes millions — of dollars […]

Deep-dives into tax-saving strategies for your retirement

06/13/2025

The Roth Illusion: Why Most Software Gets It Wrong

Hosted by: Craig WearGuest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors…

11/13/2024

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…

11/07/2024

The Truth About Capital Gains and Roth Conversions – A CPA’s Take

SummaryIn this conversation, Craig Wear and Glenn Block discuss essential financial str…

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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