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

Why IRA Millionaires Need PERSONALIZED Roth Conversion Plans

Financial Advisor Secrets Nobody Tells You

The One Thing Holding Your Roth Conversion

Why Most IRA Millionaires Lose Big to Taxes

How To Avoid A Huge Tax Disaster With Your IRA

Watch This Before Starting Your Roth Conversion in 2025

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HELPFUL ARTICLES

Timely articles with timeless advice on tax savings

Retirement Made Easy: Use Our Rmd Calculator

Craig Wear | October 15, 2025

Did you know that over 40% of retirees face challenges in managing their retirement savings effectively? Ensuring you withdraw the correct amount from your traditional […]

Are Multi Year Roth Conversions Better for You — The Truth

Craig Wear | September 17, 2025

We’ve specialized in Roth conversion planning for more than a decade. In this post we break down a question we get all the time: […]

Save over $1 Million in taxes with Roth Conversions

Craig Wear | September 17, 2025

In this post we walk through how a strategic Roth conversion plan can save a household with a large IRA well over $1,000,000 in taxes. If […]

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