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
Retirement Withdrawal Strategies Compared: 6 Approaches and When Each Fits
Craig Wear | September 24, 2026Retirement withdrawal strategies fall into six main families, and the right one depends on your goals. Here is how they compare. Table of Contents Toggle […]
How to Build a Retirement Budget: Expenses, Taxes, and the 80% Rule
Craig Wear | September 24, 2026A retirement budget sorts every future dollar into essential spending, discretionary spending, healthcare, and taxes so income can be matched to real needs. Table of […]
Annuity vs 401(k): How Guaranteed Income and Market Growth Compare
Craig Wear | September 24, 2026Annuity vs 401(k) is a choice between insured lifetime income and market-based growth. Both can hold retirement money, but they solve different problems. Table of […]
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