The 'What's Next?' Retirement Podcast

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Are You Aware of 5 Year Rules for IRA Conversions 💰🔍

Are You Aware of 5 Year Rules for IRA Conversions 💰🔍

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Recent Episodes

The Roth Illusion: Why Most Software Gets It Wrong
Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
The Truth About Capital Gains and Roth Conversions – A CPA’s Take
Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
Roth Conversion Myths and Tax Pitfalls: Insights from a CPA with Glenn Block
Tax Tips if You’re Headed (back) to Canada
My Medicare Audit: A Personal Journey to Optimal Coverage
Unlocking Your Retirement Goldmine: How to Legally Tap into Your 401K and Pension Now
Supercharge Roth Conversions thru DAFs
See all →

Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.

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