Login
Craig Wear, CFP®/Roth Conversion Secrets
Buy now

How IRA Millionaires Can Escape a Lifetime of Unnecessary Income Tax

These 7 Questions will help you determine if you're leaving a fortune at the doorstep of the IRS

Avoid the 5 Biggest Roth Conversion Mistakes

Get Your Copy

Convert faster than you think and at a higher tax bracket than you've been told.

Learn about the Rothology™ approach.

  • $9.95

Roth Conversion Secrets

  • Download
  • 1 file

In this book, I’m providing in-depth discussion of the information that is not widely discussed or known about so that it can be sought after. Putting your future in these terms allows you to accurately assess if you have a future tax problem and create a framework from which to work to find quantifiable solutions. The solutions will prompt you to dismiss limiting opinions or paradigms.
Buy now

Avoid an additional 10-20X in taxes... on top of what you already saved through lifetime 401k contributions... when you use the OPTIMAL Roth conversion strategy."

Our clients are not necessarily wealthy, but for the most part they are what I call ‘IRA Millionaires’. They’ve saved well and kept their lifestyle within their means. They will receive Social Security retirement benefits, perhaps a monthly pension from work, and a few will even have investment income to help with living expenses. After retirement they will discover that very little of their IRA savings will be used for lifestyle over the remainder of their lives.

When it comes to the subject of Roth conversion strategies, most DIYers and professional advisors only commit a casual interest in the subject. But when you study it and spend time with the concepts, it reveals amazing benefits - if you develop a solid conversion strategy. 
 
The thousands of ‘at bats’ that my team and myself have had through consulting with others have given us a unique set of experiences. You’ll see in the pages of the book that those have forged truths that are not of the common financial institutions script.

“On average, the result of developing their ‘best strategy’ has produced an estimated tax avoidance of over $2 million for each of those families.”

My desire behind writing this book is to help you break down the false beliefs and opinions you may have regarding this topic. 
 
The fears around paying taxes today are likely costing you well over one million dollars of unnecessary taxes to be paid over the remainder of your life, especially if you are an IRA Millionaire.

The Problem: Ignorance and faulty opinions

The financial media is full of so much misinformation, faulty opinions, and old paradigms. You can read ten headlines about the future, or about most any financial topic and get ten different opinions about the ‘best’ course of action. 

So much financial advice is offered in a self-serving way to further the desire of the financial firm to win your business and earn commissions and ongoing fees.

The optimal Roth conversion plan is not a matter of opinion - it's based on math. The key is to ask the right questions and avoid the most common mistakes.  

How do I know this will work for me?

In the pages of the book I will reveal the five most costly mistakes that most people make when doing Roth conversions, especially the IRA Millionaires. 
 
And because the conversion discussion has so many variables that really deserve very personal investigation, I’m also going to provide you with seven critical questions. 

The answer to these questions will help you determine if you’re a good candidate for conversions. If you are a good candidate, it means that you’re likely leaving a fortune sitting at the doorstep of the U.S. Treasury.  
Yes! Get My Copy Now!

See What Others Are Saying About the Book

"Craig Wear does a Yeoman’s job of clearly comparing the different tax ramifications of Traditional vs. Roth IRA retirement plans. One would be wise to implement his strategies if long term retirement nest egg growth, Medicare premium reduction is one’s goal. Craig will show you how to accomplish this."

LF

"What a GREAT book!!! Every CPA and CFA should read and learn this and start giving these to all their clients. I wish I would have known all this and done a Roth Conversion when I was 50 or 60.  Anyone who wants to use their hard earned and saved money for themselves and their heirs, rather than have it eaten away by taxes, should read this book and do a Roth conversion. BUT, do it with someone reputable (like the author Craig Wear) who knows what he is talking about and has the sophisticated analysis tools, instead of just someone who claims to be knowledgeable. This is a MUST read!!!"

MA

"Love the book and the information Craig shares about saving taxes by converting the traditional IRA to a Roth. All of the pros and cons are clearly explained. Certainly worth a read if you want to save paying thousands to the government."

VT

Here's What You'll Learn in the Book

  • Pro-Tip #1: Why your 401k was not a mistake, but needs to change to avoid unnecessary tax.
  • Pro-Tip #2: What changed that makes Roth conversions a huge win.
  • Pro-Tip #3: Five mistakes that most people make when doing conversions.
  • Pro-Tip #4: How to get immediate access to your converted funds  without penalty.
  • Pro-Tip #5: Seven questions to help you determine if you're leaving a ton of money on the doorstep of the IRS.
  •   Pro-Tip #6: Guidelines for transitioning your investment portfolio during conversions. 

My Crazy Guarantee:

In case you're one of those people who (like me) just skips to the end of the page, here's the deal:

I'm emailing you a full-color PDF of my new book, "Roth Conversion Secrets" (that retails at $19.95) for $3.95. Yes, that's all. No shipping fee, and no waiting at the mailbox for delivery. 

There's no catch... no gimmicks... You will NOT be signing up for any "trial" to some monthly program or anything like that.

In fact, if you don't get massive value within the book — just tell me so, and I'll even refund the $3.95.

So, CLICK THE BUTTON BELOW to get your copy now! You won't regret it. 

  • $9.95

Roth Conversion Secrets

  • Download
  • 1 file

In this book, I’m providing in-depth discussion of the information that is not widely discussed or known about so that it can be sought after. Putting your future in these terms allows you to accurately assess if you have a future tax problem and create a framework from which to work to find quantifiable solutions. The solutions will prompt you to dismiss limiting opinions or paradigms.
Buy nowLearn more

Contents

Roth Conversion Secrets.pdf
  • 6.46 MB